Robert Sweas
Robert Sweas is a CFP-designated registered investment advisor at Krm Financial Planning & Wealth Management, LLC, based in Chicago, IL, with 17 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, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.5M | 0.65% |
| $2.5M+ | 0.55% |
Advisory fees are dependent upon several factors including average account size, number of accounts, fee structures of third-party model providers, if applicable. Fees are negotiable.
Fee Estimator
Location
1115 W Fulton Market, 3rd Floor, Chicago, IL, 60607
Get directionsHistory
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 performs independent auditing services for one client, dedicating minimal time and receiving no compensation. He also sells life, health, and accident insurance, spending a few hours per week and earning commission. Robert also spends full-time hours at KRM Wealth Management, Inc.
Employment History
Current Registrations
Krm Financial Planning & Wealth Management, LLC
Arete Wealth Advisors, LLC
Previous Registrations
Arete Wealth Management, LLCBroker
Ausdal Financial Partners, INC.
Ausdal Financial Partners, INC.Broker
State Registrations3 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.