Robert Chester
Robert Chester is a registered investment advisor at Chester Financial Services LLC, based in Fredericktown, OH, with 19 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Retirement Planning. Their firm serves 68 clients with $12M 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 $1.0M | 1.50% |
| $1.0M - $5.0M | 1.20% |
| $5M+ | 1.20% |
Fees are negotiable and vary from client to client. Fees for assets over $5,000,000 are negotiable.
Fee Estimator
Location
Fredericktown, OH
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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 an independent insurance agent, focusing on sales and service since 2012. This takes about a quarter of his time and is typically reserved for evenings.
Employment History
Current Registrations
Chester Financial Services LLC
Previous Registrations
Concorde Asset Management, LLC
Amerivest Investment Management, LLC
TD Ameritrade, INC.
Buckeye Wealth Management LLC
Metlife Securities 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.