Robert Wink is a registered investment advisor at Gradient Wealth Management, based in Sterling Heights, MI, with 38 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, Retirement Planning, Tax Planning. Their firm serves 3,268 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gradient Wealth Management offers non-discretionary asset management services, where they recommend securities but require your approval before any trades. The annual fee is a maximum of 2.00% of the assets they manage, but this fee is negotiable based on factors like the money manager selected, the advisor providing services, and the value of your account. The fee can be paid monthly or quarterly, either in advance or after the period. You can terminate the agreement with 30 days' notice and receive a refund for services not provided.
Location
43409 Schoenherr Road, Sterling Heights, MI, 48313
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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 an investment advisor representative and managing member at Summit Financial Consulting, LLC, where he conducts portfolio management and insurance sales. He is also a registered representative with Gradient Securities, LLC, spending about 10-20% of his time on this activity, and an associate at Summit Tax Services, LLC, providing tax services. Robert also engages in insurance sales as a sole proprietor, dedicating minimal time to this activity.
Employment History
Current Registrations
Gradient Securities, LLCBroker
Summit Financial Working with People You Trust
Previous Registrations
Spc
Sigma Financial CorporationBroker
Spc
Qa3 Financial CORP.Broker
Freedom Financial, INC.Broker
Securities America, INC.Broker
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations6 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.