Robert Prall
Robert Prall is a ChFC-designated registered investment advisor at Rx Investment Solutions LLC, based in Portland, OR, with 31 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, High Net Worth, Insurance Planning, and 3 more. Their firm serves 62 clients with $46M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rx Investment Solutions offers investment management services with fees based on the amount of your portfolio. There are two pricing options:
Bundled Pricing (no transaction fee account):
- Fees are all-inclusive for management, custody, trade execution, and administrative services.
- $0 - $249,999.99: 1.50%
- $250,000 - $499,999.99: 1.50%
- $500,000 - $999,999.99: 1.50%
- $1,000,000 - $1,999,999.99: 1.25%
- $2,000,000 - $4,999,999.99: 1.25%
- $5,000,000 - $24,999,999.99: 1.00%
- Over $25,000,000: 1.00%
Non-Bundled Pricing (transaction fee account):
- $0 - $999,999.99: 1.50%
- $1,000,000 - $1,999,999.99: 1.25%
- $2,000,000 - $4,999,999.99: 1.25%
- $5,000,000 - $24,999,999.99: 1.00%
- Over $25,000,000: 1.00%
Fees are negotiable and are debited from your account quarterly, in advance.
Location
Portland, OR
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 is an Oregon insurance agent offering sales of life, health, and annuity products since 1995. He dedicates minimal time to this activity.
Employment History
Current Registrations
Rx Investment Solutions LLC
Previous Registrations
Independent Financial Group, LLC
Mccoy Foat Wealth Management Group
Independent Financial Group, LLCBroker
Next Financial Group, INC.Broker
Aig Financial Advisors, INC.Broker
Sunamerica Securities, INC.Broker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations1 state
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.