RK
CFA
RK
CFA

Robert Kessler

8 Years of Experience
Austin, TX

Robert Kessler is a CFA-designated registered investment advisor at Kessler Energy, LLC, based in Austin, TX, with 8 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5 clients.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)
  • Full content subscription — $40,000 per year for complete access to all Kessler Energy content
  • U.S. Well Data subscription — $27,000 per year for access to U.S. well data
  • Alpha-Pilot All Access subscription — $2,625 to $3,625 per month depending on the commitment period
  • Energy Analytics Only subscription — $2,250 to $3,150 per month
  • Company Analytics Only subscription — $1,250 to $1,750 per month
  • Customized Contract Review — $5,000 one-time fee
  • Bespoke Presentation — $8,000 plus travel and expense costs
  • Bespoke Analyst Work — $250 to $1,000 per hour for custom research
  • In-Depth Thematic Report — $3,000 per report
  • Summary Presentation — $2,300 per presentation
  • Full Excel Worksheets — $10,000 for underlying data models
  • Interactive analytical tools — $2,400 for moderate use accompanying a report
One-Time Plan:$2,300 - $40,000
Hourly Rate:$250 - $1,000/hr
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Location

108 Wild Basin Rd South, Suite 250, Austin, TX, 78746

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Robert is the Operating Manager and Secretary of Kessler Holdings Delaware, LLC and its subsidiaries since 2014, and Kessler Holdings, LLC since 2004. He spends a few hours per week on Kessler Holdings Delaware, LLC and its subsidiaries, which are involved in collecting and processing energy data and providing investment research.

Employment History
Current Registrations
Kessler Energy, LLC
October 2017 - Present · 9 yrs
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.
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