Robert Ballsrud is a CFA-designated registered investment advisor at Busey Capital Management, INC., based in Urbana, IL, with 16 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 384 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees generally do not exceed 1.00% of assets under management. Some clients may have performance-based fee arrangements not less than 0.10% of assets plus performance fees. Busey's Signature Solutions program charges a total bundled fee not exceeding 1.30%.
Fee Estimator
Location
201 W. Main Street, Urbana, IL, 61801
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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 a member of G&B Illinois Properties, LLC, a rental real estate business, spending minimal time on leasing activities. He also spends minimal time as a manager of Healy Woodhill Partners LLC, a family investment LLC.
Employment History
Current Registrations
Busey Capital Management, INC.
State Registrations2 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.
Exams
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