Robert Keilin is a CFP-designated registered investment advisor at Signal Financial Planning, LLC, based in Issaquah, WA, with 13 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 28 clients with $18M 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 $500K | 0.95% |
| $500K - $1000K | 0.90% |
| $1.0M - $1.5M | 0.85% |
| $1.5M - $2.0M | 0.80% |
| $2.0M - $2.5M | 0.75% |
| $2.5M+ | 0.70% |
Schedule reflects individual equity and fixed income portfolios. Mutual fund and exchange-traded fund portfolios have lower rates ranging from 0.70% down to 0.45%. Maximum annual charge not to exceed $25,000 for equity/fixed income portfolios and $15,000 for mutual fund/exchange-traded fund portfolios.
Fee Estimator
Contact
Robert Keilin
Location
Issaquah, WA
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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 co-owner of residential real estate in Austin, TX, generating passive income from rental property since 2004. This activity requires minimal time each month and is not investment-related.
Employment History
Current Registrations
Signal Financial Planning, LLC
Previous Registrations
Harvest Capital Advisors INC.
State Registrations1 state
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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