Robert Bilkie is a CFA-designated registered investment advisor at Sigma Investment Counselors, based in Northville, MI, with 16 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 775 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
There is a minimum annual fee of $10,000. Fees are subject to negotiation at Sigma Investment Counselors' discretion.
Fee Estimator
Location
186 E Main Street, Suite 200, Northville, MI, 48167
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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 →Other Business Activities
Robert is the Chairman of the Board of Directors for Eagle Capital Growth Fund. He dedicates minimal time to this role.
Employment History
Current Registrations
Sigma Investment Counselors
State Registrations4 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.
Exams
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