RS
RS

Robert Skinner

28 Years of Experience
Wheaton, IL

Robert Skinner is a registered investment advisor at Skinner Advisory, LTD., based in Wheaton, IL, with 28 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 37 clients with $22M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
37 clients
Average Client Portfolio
$598K average
Assets Under Management
$22.1M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Advisory fees are generally not subject to negotiation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

Wheaton, IL

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Robert and his spouse are sole owners of Old Lindstrom, LTD, operating as Lindstrom Antique Mall, which includes retail and residential rentals. Robert, as president, spends minimal time on rental decisions and tax compliance.

Employment History
Current Registrations
Skinner Advisory, LTD.
November 1997 - Present · 28 yrs 6 mos
State Registrations1 state
IL
Advisor

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
No exam information available for this advisor.