Robert Donati
Robert Donati is a ChFC-designated registered investment advisor at Bankers Life Advisory Services, INC., based in Chicago, IL, with 26 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 11,822 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bankers Life Advisory Services (BLAS) charges an annual fee for managing your investment portfolio, ranging from 0.50% to 2.5% of the portfolio's value. This fee is negotiable. The fee is deducted from your account quarterly in advance.
Location
303 E. Wacker Drive, Ste 500, Chicago, IL, 60601
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2017Other Business ActivitiesSells Insurance
Robert is an insurance agent with Bankers Life & Casualty, dedicating about half his time to sales and service. He also manages insurance agents and provides sales support, which takes nearly full-time hours. Robert is also a board member for two athletic organizations, dedicating minimal time to these activities.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
Previous Registrations
Proequities, INC.Broker
Uvest Financial Services Group, INC.Broker
Afs Brokerage, INC.Broker
Conseco Securities, INC.Broker
State Registrations3 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.