Robert Mcisaac
Robert Mcisaac is a registered investment advisor at Chicago Capital Management Advisors, LLC, based in Lisle, IL, with 36 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 560 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CCMA manages investment portfolios for clients, charging a percentage of the assets in the account. The specific percentage depends on the type of account (equity or fixed income) and the amount invested.
For equity and asset allocation accounts, the maximum fee ranges from 2.25% on accounts between $100,000 and $249,999, down to 1.00% on accounts over $5,000,000.
For fixed income accounts, the maximum fee ranges from 1.25% on accounts between $100,000 and $249,999, down to 0.50% on accounts over $5,000,000.
These fees do not include brokerage and transaction costs charged by the clearing firms.
Location
4722 Main Street, Lisle, IL, 60532
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 →Other Business ActivitiesSells Insurance
Robert is the sole shareholder of McIsaac Financial & Insurance Services, Inc. since 1984, dedicating nearly full-time hours to the business.
Employment History
Current Registrations
Chicago Capital Management Advisors, LLC
American Trust Investment Services, INC.Broker
Previous Registrations
Crown Capital Securities, L.P.
Crown Capital Securities, L.P.Broker
American General Securities IncorporatedBroker
California-Western States Life Insurance CompanyBroker
State Registrations7 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.