Robert Mcbeath is a registered investment advisor at Mcbeath Financial Group, based in Normal, IL, with 9 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, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 227 clients with $220M 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 $100K | 1.70% |
| $100K - $300K | 1.65% |
| $300K - $600K | 1.60% |
| $600K - $1.0M | 1.55% |
| $1.0M - $1.5M | 1.50% |
| $1.5M - $2.0M | 1.35% |
| $2.0M - $3.0M | 1.30% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fee includes compensation received by the model provider and GeoWealth. Fees may be modified with 30 days' written notice and client consent.
Fee Estimator
Location
203 Landmark Drive, Suite A, Normal, IL, 61761
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Robert is the president and 100% owner of Cornerstone Card Processing, Inc., a reseller of merchant services. He also leases commercial, residential, and vacation properties through Landmark Property Management, dedicating a few hours per week primarily to record keeping.
Employment History
Current Registrations
Mcbeath Financial Group
Previous Registrations
Motiv8 Investments LLC
State Registrations1 state
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