Robert Voegeli
Robert Voegeli is a ChFC-designated registered investment advisor at Silver Oak Securities, INC., based in Fulton, KY, with 49 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 8,671 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Silver Oak Securities offers investment management through its Compass and AdvisorFX programs. The advisor fee is negotiable, with a maximum of 2% of assets. In addition to the advisor fee, there is a platform fee that includes a flat $45 per year and an asset-based fee between 0.08% and 0.15% for Compass accounts, and 0.20% for AdvisorFX accounts. Fees are billed quarterly or monthly, either in arrears or in advance. The platform fee covers access to account data, performance reporting, and other services.
Location
208 Main Street, Fulton, KY, 42041-1457
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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 ActivitiesSells Insurance
Robert is the proprietor of Financial Service Associates, selling insurance and investment products, dedicating nearly full-time hours. He also owns and manages rental properties, spending minimal time on these activities, and sells life, health, and fixed annuity insurance part-time, dedicating a few hours per week.
Employment History
Current Registrations
Silver Oak Securities, INC.
Silver Oak Securities, IncorporatedBroker
Previous Registrations
MML Investors Services, INC.Broker
G. R. Phelps & CO., INC.Broker
State Registrations7 states
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