Robert Kilivris is a registered investment advisor at Bcd Advisors, based in Akron, OH, with 33 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, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 448 clients with $52M 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 $500K | 1.25% |
| $500K - $1.0M | 1.05% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.50% |
Fees are negotiable. BCD also recommends Betterment, which charges its own wrap fee ranging from 0.12% to 0.20% of account balances.
Fee Estimator
Location
Akron, OH
Get directionsHistory
Regulatory History (3)
Regulatory
December 2020Employment Separation After Allegations
April 2016Employment Separation After Allegations
June 2011Other Business ActivitiesSells Insurance
Robert is the president of Beacon Capital, dedicating about a quarter of his time to this role. He also holds a variable insurance license.
Employment History
Current Registrations
Bcd Advisors
Previous Registrations
Investments for You, INC.Broker
Pioneer Funds Distributor, INC.Broker
Fortune Financial Services, INC.Broker
Lincoln Financial Distributors, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Transamerica Capital, INC.Broker
Intersecurities, INC.Broker
Pioneer Funds Distributor, INC.Broker
Providentmutual Financial Services, INC.Broker
State Registrations2 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.