Robert Nabulere is a registered investment advisor at Personal Legacy Planners, based in Grand Rapids, MI. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.90% |
| $500K+ | 1.00% |
The annual fee includes the third-party advisor's maximum annual fee of 0.50%. Fees are negotiable and accounts in the same household are aggregated.
Fee Estimator
Location
961 Four Mile Road Nw, Suite B, Grand Rapids, MI, 49544-8252
Get directionsHistory
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 →Employment History
Current Registrations
Personal Legacy Planners
State Registrations1 state
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
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