Robert Wilkes
Robert Wilkes is a ChFC-designated registered investment advisor at The Robert J. Wilkes Planning Forum, based in Binghamton, NY, with 51 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.40% |
Fee Estimator
Location
32 West State Street, Suite 211, Binghamton, NY, 13901-2335
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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 a partner in The Wilkes Johnson Comprehensive Planning Institute (financial planning and insurance sales) and owner of The Robert Wilkes Planning Forum - RIA (financial planning) and The Robert J. Wilkes Planning Forum - Insurance. These activities take about a quarter of Robert's time for each of the Wilkes Johnson roles and minimal time for The Robert J. Wilkes Planning Forum - Insurance.
Employment History
Current Registrations
The Robert J. Wilkes Planning Forum
Previous Registrations
Fortune Financial Services, INC.Broker
H. Beck, INC.Broker
Wall Street Financial Group, INC
Wall Street Financial Group, INC.Broker
Securities Service Network, INC.Broker
MML Investors Services, INC.Broker
G. R. Phelps & CO., INC.Broker
G. R. Phelps & CO., INC.Broker
Equity Services, INC.Broker
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.