RB
CFA
RB
CFA

Robert Michael Bilkie

15 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net WorthFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
793 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.60%
$5M+0.50%

Fees are subject to negotiation at Sigma's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$10,000
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Location

186 E Main Street, Suite 200, Northville, MI, 48167

Get directions

History

Regulatory History
Clean regulatory record

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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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
April 2010 - Present · 15 yrs 10 mos
State Registrations4 states
FLMINCTX
Advisor
Exams
No exam information available for this advisor.
Robert Michael Bilkie - Financial Advisor | TrueAdvisor