Robert Schlueter
Robert Schlueter is a registered investment advisor at Archford Capital Strategies, LLC, based in Swansea, IL, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 819 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Archford Capital Strategies charges an annual investment advisory fee based on the value of your portfolio, up to 2.00%. This fee is paid quarterly, in advance. The exact fee depends on the complexity of services, the amount you invest, and your overall relationship with Archford. There is a $2,000 minimum annual fee, but this may be negotiable.
For the Market Participation Structured Product (MPSP), the fee is up to 0.25% of the average daily balance, paid quarterly. For Legacy IRA accounts, the fee is up to 0.71% annually.
Location
13 Wolf Creek, Suite 2, Swansea, IL, 62226
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 associated with Archford Capital Strategies, LLC as a Registered Investment Advisor, dedicating full-time hours to this role. He also engages in fixed insurance product sales, requiring minimal time.
Employment History
Current Registrations
Archford Capital Strategies, LLC
Previous Registrations
Private Client Services, LLCBroker
Purshe Kaplan Sterling InvestmentsBroker
Purshe Kaplan Sterling InvestmentsBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.