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Robert Vislocky

9 Years of Experience
Little River, SC

Robert Vislocky is a registered investment advisor at Forecast Institute, LLC, based in Little River, SC, with 9 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments. Their firm serves 1 clients with $25M in assets under management.

Compensation
N/A
Firm Size
1 advisor
Number of Clients
1 client
Average Client Portfolio
$25.2M average
Assets Under Management
$25.2M

Fee Structure

Investment management only (planning not offered)

Forecast Institute provides investment management services to a commodity pool fund and separately managed accounts. The firm may receive a quarterly management fee of up to 2% per year, depending on the share class. The firm may also receive a performance-based fee of up to 25% of each limited partner's share of the fund's net profits during the quarter, also depending on the share class.

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Location

Little River, SC

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Forecast Institute, LLC
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
Forecast Institute, LLC
September 2018 - October 2021 · 3 yrs 1 mo
The Forecast Institute, LLC
March 2009 - November 2012 · 3 yrs 8 mos
State Registrations1 state
SC
Advisor

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.

Exams
No exam information available for this advisor.