Robert Read is a registered investment advisor at Forest Park Capital LLC, based in O Fallon, 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, High Net Worth, Insurance Planning, and 3 more. Their firm serves 110 clients with $60M 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. The advisory fee is calculated using the value of assets on the last business day of the prior billing period and paid monthly in advance.
Fee Estimator
Location
4142 Keaton Crossing Blvd Ste 106, O Fallon, MO, 63368
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.
Exams
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