Dov Robinson
Dov Robinson is a registered investment advisor at M Holdings Securities, INC., based in Skokie, IL, with 21 years of industry experience. Dov operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 3,621 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
M Holdings Securities offers various investment management programs with different fee structures. Some programs have wrap fees that cover advisory, brokerage, and custodial services in one fee. Other programs charge advisory fees separately from brokerage and other costs. Fees are negotiable with your financial professional and vary depending on the program chosen and the amount of assets managed. The maximum fee for WealthPursuit Wrap Fee Programs is limited to 3%. MPP Wrap Program fees will not exceed 1.36% for accounts with at least $150,000 in assets. WealthPursuit Prime fees are limited to a maximum rate of 3%.
Location
8833 Gross Point Road, Suite 200, Skokie, IL, 60077
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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
Dov is a member of YU Kollel Torah MiZion, providing strategic and activity advice. Dov is also the Vice President of Robinson Financial Group, where he sells insurance products and is involved in running the company, taking about a third of his time. Finally, Dov is a board member for Camp Moshava Wildrose, where he is involved in fundraising and governance, dedicating minimal time.
Employment History
Current Registrations
M Holdings Securities, INC.Broker
M Holdings Securities, INC.
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
AXA Advisors, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations12 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.