Robert Fuhrman is a registered investment advisor at Parsonex Advisory Services, INC., based in Crosslake, MN, 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, High Net Worth, Investment Management, and 1 more. Their firm serves 331 clients with $270M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Annual fees are negotiable at the discretion of the advisor. Additional transaction, custody, money manager, and platform fees may apply.
Fee Estimator
Location
Crosslake, MN
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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 works as an investment advisor representative for Parsonex Advisory Services, dedicating about a quarter of his time. He also works as a sales representative for Tmmons Sheehan, Larson_Juhl, and Gemini Builds It, spending nearly full-time on these roles combined.
Employment History
Current Registrations
Parsonex Advisory Services, INC.
Previous Registrations
Parsonex Advisory Services, INC.
State Registrations2 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.
Exams
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