Robert Cook is a registered investment advisor at Dream Capital Advisors, LLC, based in Lincolnshire, IL, with 19 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 47 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees may be negotiable based on historical relationship, account size, types of assets to be managed, service requirements, and other factors.
Fee Estimator
Location
250 Parkway Drive, Suite 150, Lincolnshire, IL, 60069
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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 →Employment History
Current Registrations
Dream Capital Advisors, LLC
Previous Registrations
Securus Investment Management, LLC
Securus Investment Management, LLC
State Registrations2 states
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