Robert Borgardts is a CFP, PFS-designated registered investment advisor at Next Bloom Wealth, based in Gladstone, MO, with 7 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 37 clients with $28M 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 $500K | 1.00% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Fees are negotiable. If NBW uses Altruist LLC’s Model Marketplace and tax management tools, fees range between 0% and 1% and are listed in the Altruist LLC Fee Schedule available at altruist.com/legal.
Fee Estimator
Contact
Robert Borgardts
Location
7001 N Locust St. #C208, Gladstone, MO, 64118
Get directionsHistory
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 an officer in the US Army Reserve, focusing on personnel management. This non-investment related activity requires minimal time each month.
Employment History
Current Registrations
Next Bloom Wealth
Previous Registrations
Copper Financial
Copper FinancialBroker
State Registrations3 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
Additional Information
Alex complements Ashley in the Next Bloom Wealth dynamic duo, with tax-focused and technical planning. As a Certified Public Accountant (CPA) with a Personal Financial Specialist designation, he helps clients reach their goals with Next Bloom Wealth's PlanFirst™ process.