Robert Heykoop is a ChFC-designated registered investment advisor at Traction Financial Partners, based in Encampment, WY, with 24 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 398 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Traction Financial Partners charges a percentage of your portfolio each year for investment management services. The exact percentage is agreed upon in your investment advisory agreement and may vary based on the size of your account, the complexity of your portfolio, and other factors. The fee is calculated based on the average daily balance of your accounts from the previous quarter and is billed quarterly in advance. Cash and money market balances are excluded from billing. The maximum annual advisory fee is 1.35%.
Location
168 County Road 648, Encampment, WY, 82325-1028
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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 ActivitiesSells Insurance
Robert is involved with several non-profit organizations, including the National Western Stock Show, Miss Rodeo Wyoming Scholarship Foundation, Wyoming State Fair Foundation, and Thrive Ministry, dedicating minimal time to each. Robert is also an insurance agent with Simon Davis, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Traction Financial Partners
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations3 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.