Robert West
Robert West is a registered investment advisor at Midwest Financial Management, LLC, based in Catoosa, OK, with 12 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, High Net Worth, Insurance Planning, and 3 more. Their firm serves 13 clients with $2.7M 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 $50K | 2.00% |
| $50K - $250K | 1.65% |
| $250K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are generally negotiable.
Fee Estimator
Location
Catoosa, OK
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2017Other Business Activities
Robert is the president of B&D Enterprises, Inc., a holding company, and owner/president of Midwest Financial Management LLC. He also serves as the Clerk of the Catoosa Board of Education and as an advisor with International Assets Investment Management LLC, dedicating full-time hours to this role.
Employment History
Current Registrations
Midwest Financial Management, LLC
Previous Registrations
International Assets Advisory, LLCBroker
International Assets Investment Management, LLC
Edward Jones
Edward JonesBroker
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.