Robert Aikey
Robert Aikey is a registered investment advisor at Strategic Portfolio Solutions, LLC, based in Dallas, TX, with 21 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Charitable Giving, Divorce Planning, Education Planning, and 8 more. Their firm serves 188 clients with $140M 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 - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are generally not negotiable and are billed monthly in advance.
Fee Estimator
Location
17304 Preston Road, Suite 125, Dallas, TX, 75252
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2008Other Business ActivitiesSells Insurance
Robert is the founder of Rammell Andrews LLC, where he facilitates health policies and sells life insurance, dedicating a few hours per week. He also owns Strategitrade LLC, an investment-related business where he runs screeners and updates the website, spending a few hours per week.
Employment History
Current Registrations
Strategic Portfolio Solutions, LLC
Previous Registrations
Mcelhenny Sheffield Capital Management, LLC
Oakview Capital Management, L.P.
Charles Schwab & CO., INC.
State Registrations3 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.
Exams
More Advisors
- Stephen Jenkins, CFPStrategic Portfolio Solutions, LLC
- Jules Jouvenat, CFPHightower Advisors, LLC
- Nicholas Lalonde, CFPLPL Financial LLC
- Zechariah Daugherty, CFPCreative Planning
- William Whitten, CFPCaptrust
- Jonas Roos, CFPCapital Investment Advisors, LLC