Robert Rowe is a registered investment advisor at Enhanced Investment Partners, LLC, based in Chicago, IL, with 27 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, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.50% |
| $5.0M - $10.0M | 0.45% |
| $10.0M - $25.0M | 0.40% |
| $25.0M - $50.0M | 0.38% |
| $50.0M - $100.0M | 0.25% |
| $100.0M - $250.0M | 0.20% |
| $250.0M - $500.0M | 0.18% |
| $500.0M - $750.0M | 0.16% |
| $750.0M - $1000.0M | 0.14% |
| $1000M+ | 0.12% |
Fees are generally non-negotiable, but may be adjusted based on asset size and special requirements. For qualified clients, a performance-based fee structure is available, involving a reduced asset-based fee (50% reduction) plus a performance fee (up to 20% of capital appreciation).
Fee Estimator
Location
Chicago, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Robert is the Founder, Managing Partner, and Chief Compliance Officer of Enhanced Investment Partners LLC, spending a few hours per week. He is also the Founder, sole shareholder, and owner of Rowpyn Investment Partners LLC and Rowe Decision Analytics II, LLC, dedicating minimal time to the latter.
Employment History
Current Registrations
Enhanced Investment Partners, LLC
Rowe Consulting Group, LLC
Previous Registrations
Rowe Consulting Group, LLC
Aza Capital Management
Raymond James & Associates, INC.
Morgan Stanley
State Registrations3 states
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.