Robert Read
Robert Read is a registered investment advisor at Forest Park Capital LLC, based in St. Charles, MO, with 4 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 70 clients with $48M 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 | 1.25% |
Fees are negotiable.
Fee Estimator
Location
1480 Woodstone Drive, Ste 201, St. Charles, MO, 63304
Get directionsHistory
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 ActivitiesSells Insurance
Robert owns Community 1st Insurance Group, selling property and casualty insurance, and CWR Private Client Group, selling annuities and life insurance. He spends a few hours per week on the former and nearly full-time on the latter. Robert is also the President of the Board for the Cottleville Weldon Spring Chamber of Commerce, dedicating a few hours per week.
Employment History
Current Registrations
Forest Park Capital LLC
Previous Registrations
Integrity Alliance, LLC
State Registrations1 state
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.