Robert Butler is a registered investment advisor at Rbf Wealth Advisors, based in St. Louis, MO, with 44 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, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,289 clients with $720M 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 $250K | 2.75% |
| $250K - $750K | 2.25% |
| $750K - $2.0M | 1.75% |
| $2M+ | 1.50% |
Advisory fees may be discounted depending on the type of service provided, account size, and investment objectives.
Fee Estimator
Location
11500 Olive Blvd, Suite106, St. Louis, MO, 63141
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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 representative for Roman, Butler & Fullerton, a registered investment advisor, managing portfolios of stocks and bonds. This takes about half of his time, including a few hours per week during trading hours.
Employment History
Current Registrations
Rbf Wealth Advisors
Previous Registrations
Rbf Wealth Advisors
Triad Advisors LLCBroker
Royal Alliance Associates, INC.Broker
Keogler, Morgan & Company, INC.Broker
Fsc Securities CorporationBroker
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.