RB
RB

Robert Blanford

5 Years of Experience
Lombard, IL
1 DisclosureBrokerSells Insurance

Robert Blanford is a registered investment advisor at Commonwealth Financial Network, based in Lombard, IL, with 5 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2904 advisors
Number of Clients
360,488 clients
Average Client Portfolio
$590K average
Assets Under Management
$212.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $750K2.25%
$750K - $1.0M2.00%
$1.0M - $2.0M1.75%
$2M+1.50%

Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

101 W. 22nd Street, Suite 200, Lombard, IL, 60148

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History

Regulatory History (1)
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Criminal
March 2014
Final Disposition
Other Business ActivitiesSells Insurance

Robert is a musical performer since 2022 and sells fixed insurance products since 2024, dedicating minimal time to each activity. The insurance sales are investment-related and conducted at a branch location.

Employment History
Current Registrations
Commonwealth Financial Network
February 2022 - Present · 4 yrs 8 mos
Commonwealth Financial NetworkBroker
May 2021 - Present · 5 yrs 5 mos
State Registrations10 states
ARAZCOILINMINYOHTXWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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