Robert Baltzell
Robert Baltzell is a registered investment advisor at Rlb Financial, based in Springfield, MO, with 17 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, Insurance Planning, and 3 more. Their firm serves 607 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RLB Financial offers several investment management options:
- Direct asset management: The annual fee is 1.55% of the total value of your portfolio. This fee may be negotiable, and accounts within the same household may be combined for a reduced fee.
- SEI Managed Account Solutions: The annual fee is a maximum of 1% of the total value of your portfolio. SIMC's advisory fee schedule for MAS range from .10% to 1.25%.
- Assets Under Advisement: The annual fee is 0.50% of the assets managed.
When using sub-advisors, the client will not pay additional fees. The sub-advisors fees are included in the fees charged by RLB.
Location
2530 S. Campbell, Suite I, #130, Springfield, MO, 65807
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 2008Other Business ActivitiesSells Insurance
Robert is the President of RLB & Associates, providing insurance services since 2006. This takes a few hours per week and accounts for about 10% of his income.
Employment History
Current Registrations
Rlb Financial
Previous Registrations
Rlb Financial
Envision Investment Advisors, LLC
Redhawk Wealth Advisors, INC.
Brokers International Financial Services, LLC
State Registrations2 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.