Robert Weisman is a registered investment advisor at Robert L. Weisman, LLC, based in Chicago, IL, with 18 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning.
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% |
| $5M+ | 0.50% |
Maximum annual fee is $25,000. Fees are subject to negotiation depending on circumstances.
Fee Estimator
Location
Chicago, IL
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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 is in executive management at Stock Yards Packing Company, a meat manufacturing and supply business, overseeing all operations since 2009. This takes nearly full-time, including about two-thirds of his time during securities trading hours.
Employment History
Current Registrations
Robert L. Weisman, LLC
State Registrations1 state
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