Robert Weis is a CFP-designated registered investment advisor at &partners, based in Lake Forest, IL, with 32 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 32,200 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.
Location
100 N Field Drive, Suite 170, Lake Forest, IL, 60045
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 2024Other Business Activities
Robert is the President of Robert Weis Wealth Management Services, LTD, an entity used to pay business expenses. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
&partners
&partners
&partnersBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations38 states
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.