Robert Allison
Robert Allison is a registered investment advisor at Gradient Wealth Management, based in Arden Hills, MN, with 15 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, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,268 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gradient Wealth Management offers non-discretionary asset management services, where they recommend securities but require your approval before any trades. The annual fee is a maximum of 2.00% of the assets they manage, but this fee is negotiable based on factors like the money manager selected, the advisor providing services, and the value of your account. The fee can be paid monthly or quarterly, either in advance or after the period. You can terminate the agreement with 30 days' notice and receive a refund for services not provided.
Location
4105 Lexington Avenue, Suite 380, Arden Hills, MN, 55126
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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 ActivitiesSells Insurance
Robert is an insurance agent with The Retirement Company, LLC since 2010, spending about half his time on fixed insurance sales. He also self-published a book in 2010 and may write another, dedicating minimal time to this activity.
Employment History
Current Registrations
Gradient Securities, LLCBroker
Gradient Wealth Management
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Questar Asset Management, INC.
Questar Capital CorporationBroker
Invest Financial Corporation
Invest Financial CorporationBroker
State Registrations4 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.