Patrick Robert is a CFP-designated registered investment advisor at Pkr Investments, LLC, based in Des Peres, MO, with 2 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more. Their firm serves 10 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
PKR Investments does not directly manage client investments. Instead, PKR recommends third-party managers (TPMs). The fees charged by the TPMs will vary depending on the TPM and the investment strategy chosen, ranging from 0.40% to 1.00%. PKR receives 20% of the TPM's fee, with the TPM retaining the remaining 80%.
Location
Des Peres, MO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrick is the owner of J&P Deluxe Properties, a rental property business, since 2011. He spends minimal time on rental property and landlord duties.
Employment History
Current Registrations
Generational Wealth Specialists
State Registrations1 state
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