Robert Casaceli is a registered investment advisor at Peaks Investment Management, based in Oxford, MI, 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.15% |
The fee rate may be substantially lower and is based on a number of factors including product type, underlying marketing conditions, account size, investment strategy, investment restrictions, and scope of services. TP3B retains the discretion to negotiate alternative fee arrangements on a case-by-case basis.
Fee Estimator
Location
Oxford, MI
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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.
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Robert provides investment advisory services through Teton Peaks Advisors and TP3B, LLC, spending about 10-20% of his time on the latter. He also operates Peaks Investment Management, taking nearly full-time hours, and is a business owner at CNCHockey, dedicating a few hours per week.
Employment History
Current Registrations
Peaks Investment Management
LPL Financial LLCBroker
Previous Registrations
Teton Peaks Advisors LLC
Spc
Sigma Financial CorporationBroker
Financial Northeastern Securities, INC.
Financial Northeastern Securities, INC.Broker
H&r Block Financial Advisors, INC.
H&r Block Financial Advisors, INC.Broker
Multi-Bank Securities, INC.Broker
State Registrations5 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.