Robert Burch is a registered investment advisor at Rjb Investment Advisory Services, LLC, based in Portage, MI, with 11 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7 clients with $4.6M 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 | 0.75% |
Fees are negotiable on a case-by-case basis.
Fee Estimator
Location
Portage, MI
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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 the co-owner of JCB Services LLC, which oversees operations of a UPS Store owned by him and his wife.
Employment History
Current Registrations
Rjb Investment Advisory Services, LLC
Previous Registrations
Pps & V Asset Management Consultants 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.