RC
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Robert Cron

27 Years of Experience
Eden Prairie, MN

Robert Cron is a registered investment advisor at Abbey Street, based in Eden Prairie, MN, with 27 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 148 clients with $320M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
148 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$315.1M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.5M1.50%
$1.5M - $6.0M1.00%
$6.0M - $10.0M0.90%
$10.0M - $20.0M0.80%
$20M+0.80%

Fees are negotiable for accounts over $20,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

11095 Viking Drive, Suite 410, Eden Prairie, MN, 55344

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Robert is a director and treasurer for the Folds of Honor Foundation - MN, a public educational foundation. He spends a few hours per week reviewing financial reports, soliciting donors, and managing the endowment.

Employment History
Current Registrations
Abbey Street
November 2019 - Present · 6 yrs 5 mos
Previous Registrations
U.S. Bancorp Investments, INC.
March 2017 - November 2019 · 2 yrs 8 mos
U.S. Bancorp Investments, INC.Broker
March 2017 - November 2019 · 2 yrs 8 mos
Bronfman E.L. Rothschild Capital, LLCBroker
January 2016 - November 2016 · 10 mos
Bronfman E.L. Rothschild, L.P.
July 2013 - November 2016 · 3 yrs 4 mos
Baker Tilly Investment Advisors
January 2009 - July 2013 · 4 yrs 6 mos
Baker Tilly Capital, LLCBroker
June 2007 - January 2016 · 8 yrs 7 mos
U.S. Bancorp Investments, INC.Broker
December 2001 - October 2002 · 10 mos
Firstar Investment Services,inc.Broker
August 2000 - December 2001 · 1 yr 4 mos
Wells Fargo Brokerage Services, L.L.C.Broker
October 1999 - July 2000 · 9 mos
Firstar Investment Services,inc.Broker
August 1996 - September 1999 · 3 yrs 1 mo
Primevest Financial Services, INC.Broker
October 1993 - August 1996 · 2 yrs 10 mos
State Registrations1 state
MN
Advisor

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
No exam information available for this advisor.
Robert Cron - Financial Advisor | TrueAdvisor