Robert Schumann is a CFP-designated registered investment advisor at Thepension401k, based in Buena Vista, CO, with 24 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 13 clients with $8.2M 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 $5.0M | 0.50% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.20% |
Fee Estimator
Location
Buena Vista, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is the Managing Member & Chief Compliance Officer of Cambridge Pension Advisors, LLC, dedicating about 10-20% of his time. He is also the Chief Compliance Officer of FinancialAdvice4Me, LLC, spending nearly full-time hours there, and owns The Bridge, LLC, spending about 10-20% of his time.
Employment History
Current Registrations
Thepension401k
Plan & Act
Previous Registrations
Financialplanning4me, LLC
Cambridge Financial Advisors, LLC
State Registrations5 states
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