RP
RP

Robert Perkins

44 Years of Experience
Lombard, IL

Robert Perkins is a registered investment advisor at Hunter Capital Management, based in Lombard, IL, with 44 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 470 clients with $1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
7 advisors
Number of Clients
470 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)

Hunter Capital Management does not charge fees for its limited advisory accounts. Clients pay per-trade commissions to Charles Schwab, generally ranging from $0 to $25. Clients may also incur other charges and expenses associated with their account at Schwab. If a client invests in the mutual fund that Hunter Capital Management manages, the client will pay the mutual fund's expenses, including the management fee that Hunter Capital Management charges the mutual fund.

Loading...

Location

377 E. Butterfield Road, Suite 220, Lombard, IL, 60148

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Hunter Capital Management
June 2020 - Present · 5 yrs 11 mos
Previous Registrations
Pwmco, LLC
April 2018 - June 2020 · 2 yrs 2 mos
Pwmco, LLCBroker
April 2018 - June 2020 · 2 yrs 2 mos
Perkins Investment Management LLC
November 2009 - April 2018 · 8 yrs 5 mos
Janus Henderson DistributorsBroker
January 2009 - April 2018 · 9 yrs 3 mos
Perkins, Wolf, Mcdonnell and Company, LLC
June 2003 - December 2008 · 5 yrs 6 mos
Pwmco, LLC
May 2003 - December 2008 · 5 yrs 7 mos
Pwmco, LLCBroker
March 1981 - December 2008 · 27 yrs 9 mos
State Registrations7 states
CTGAKSMAMOTXVA
Advisor

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.
Robert Perkins - Financial Advisor | TrueAdvisor