Robert Kristof is a registered investment advisor at Casey Wealth Management, INC., based in Orland Park, IL, with 20 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 255 clients with $45M 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 $125K | 1.50% |
| $125K - $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $750K | 1.05% |
| $750K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.80% |
Fees negotiable for accounts above $2,000,000. This schedule applies to multi-strategy portfolios. Fixed income and cash/cash equivalent portfolios have a different schedule: Up to $500,000: 1.10%, Next $500,000: 0.85%, Next $1,000,000: 0.70%, Above $2,000,000: Negotiable.
Fee Estimator
Location
15614 S. Harlem Avenue, Unit E, Orland Park, IL, 60462
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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 provides RIA services through Casey Wealth Management Inc, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Casey Wealth Management, INC.
Previous Registrations
First Midwest Securities, INC.
State Registrations1 state
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