Robert Dilegge is a registered investment advisor at Hemsley Advisors, LTD., based in Chicago, IL, with 2 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 316 clients with $540M 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 $50K | Included |
| $50K+ | 0.60% |
Minimum fee of $300 per year for accounts less than $50,000, but may be waived. Clients subject to an earlier fee schedule are grandfathered in at their existing rates. Fees may also be charged on a flat fee basis, negotiated on a case-by-case basis.
Fee Estimator
Location
311 S Wacker Drive, Suite 1525, Chicago, IL, 60606
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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 a partner in Carroll Street, LLC, a real estate LLC holding a rental property since 2019. He spends a few hours per week on property management.
Employment History
Current Registrations
Hemsley Advisors, LTD.
State Registrations1 state
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