Robert Kalaman is a CFA-designated registered investment advisor at Level Four Advisory Services, based in Atlanta, GA, with 6 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Charitable Giving, Education Planning, and 8 more. Their firm serves 15,720 clients with $6.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum fee is generally 2.50% across programs, but varies by specific program and strategy. Fees are negotiable.
Fee Estimator
Location
4004 Summit Blvd, Suite 125, Atlanta, GA, 30319
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Level Four Advisory Services
Previous Registrations
Columbia Management Advisors, INC.
Fleet Investment Advisors INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Franklin CochranLevel Four Advisory Services
- Lauren Baccari, CFPHb Wealth
- Dean Morris, CFACornerstone Investment Partners, LLC
- Michael Mueller, CFPSmith & Howard Wealth Management, LLC
- Ryan Mccafferty, CFPLarge and Gilbert Wealth Advisory
- Timothy Johnson, CFPLido