Kris Robbins is a registered investment advisor at Clearleaf, based in Sanibel, FL, with 8 years of industry experience. Kris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments. Their firm serves 1 clients with $47M 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 | 1.00% |
Fee Estimator
Location
Sanibel, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kris is the principal of KARobbins LLC for private investment and consulting, a director at UMB Financial Corporation, co-founder and partner at Purestone Loan Services LLC, co-founder and co-managing member of Clearleaf Capital LLC, and a board member at Pasadena Private Lending. These activities involve overseeing investments, providing consulting, serving on boards, and administrative/operational tasks, taking a few hours per week.
Employment History
Current Registrations
Clearleaf
State Registrations2 states
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