Robert Bleeck is a PFS-designated registered investment advisor at Bleeck Financial Management, INC., based in Carmel, CA, with 26 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 15 clients with $78M 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 | 1.00% |
Fees are normally 1% of assets under management, billed monthly in arrears. Fees are negotiable in limited circumstances. Clients may alternatively negotiate a fixed retainer fee ranging from $250 to $1,000 per month.
Fee Estimator
Location
Vandervorst Ct.,, Corner of San Carlos and Ocean Avenue, Carmel, CA, 93923
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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 is a Certified Public Accountant.
Employment History
Current Registrations
Bleeck Financial Management, INC.
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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