Robert Wrubel is a CFP-designated registered investment advisor at Cascade Investment Group, INC., based in Colorado Springs, CO, 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, Investment Management, Retirement Planning. Their firm serves 609 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.50% |
Fees negotiable for accounts over $1,000,000.
Fee Estimator
Location
444 E. Pikes Peak Avenue, Suite 200, Colorado Springs, CO, 80903
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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 Activities
Robert co-owns Robeli LLC, which manages residential rental properties, dedicating minimal time. He also serves on the Eastern Colorado Bank Advisory Board, spending minimal time per week.
Employment History
Current Registrations
Cascade Investment Group, INC.Broker
Cascade Investment Group, INC.
Previous Registrations
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations27 states
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