Robert Sperka is a registered investment advisor at Sperka Investment Management, LLC, based in New Berlin, WI, with 4 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 15 clients with $39M 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 | 1.00% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
New Berlin, WI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sperka Investment Management, LLC
State Registrations1 state
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