Robert Loeb
Robert Loeb is a CFP-designated registered investment advisor at Venture Visionary Partners LLC, based in Sylvania, OH, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 2,560 clients with $4.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Venture Visionary Partners' annual fee for investment management will not exceed 1.50% of the value of your portfolio. The specific fee depends on the amount you invest, the complexity of services, and the level of administration required. Fees are billed quarterly in advance, and adjustments are made for large deposits or withdrawals. The fee is negotiable.
Location
5520 Monroe Street, Suite B, Sylvania, OH, 43560
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2025Other Business ActivitiesSells Insurance
Robert is a registered representative with Purshe Kaplan Sterling Investments, Inc. since 2020, and an independent insurance agent since 1989. He also serves on the board of directors for Mercy Health Foundation and is involved with the Catholic Community Foundation Diocese of Toledo and the Police Athletic League, dedicating minimal time to these roles.
Employment History
Current Registrations
Venture Visionary Partners LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Mcdonald Investments INC.
Mcdonald Investments INC.Broker
State Registrations9 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.