Robert Bice is a CFA-designated registered investment advisor at Oak Mountain Advisors, based in Chicago, IL, with 11 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11 clients with $72M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Oak Mountain Advisors manages investments for a fund and separately managed accounts. The fund pays a monthly management fee of 0.833% of each investor’s capital account balance. For separately managed accounts, fees are negotiable and based on a percentage of assets under management.
Location
737 N. Michigan Avenue, Suite 1570, Chicago, IL, 60611
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Oak Mountain Advisors
State Registrations1 state
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