Robert Balice
Robert Balice is a registered investment advisor at Bridgewater Asset Management LLC, based in Chesterfield, MO, with 32 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 403 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $8.0M | 0.80% |
| $8.0M - $16.0M | 0.75% |
| $16M+ | 0.70% |
Fees may be negotiable.
Fee Estimator
Location
16150 Main Circle Drive, Suite 210, Chesterfield, MO, 63017
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 →Other Business ActivitiesSells Insurance
Robert sells fixed insurance products since 2004. He also works at Bridgewater Asset Management LLC as a registered investment advisor, dedicating nearly full-time hours to financial planning and consulting. Additionally, Robert owns Balice Photography, spending minimal time on it.
Employment History
Current Registrations
Bridgewater Asset Management LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Ws Griffith Securities, INC.
Ws Griffith Securities, INC.Broker
State Registrations22 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.