Robert Byrns
Robert Byrns is a CFP-designated registered investment advisor at Strategic Investment Solutions, INC., based in Orland Park, 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,695 clients with $830M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The maximum annual fee is 1.50%. The fee can be lowered based on the advisor’s discretion.
Fee Estimator
Location
9501 W 144th Place, Orland Park, IL, 60462
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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 sells fixed annuities and term insurance, dedicating minimal time to this activity. He also spends about 10-20% of his time on tax preparation, accounting, and bookkeeping. Additionally, Robert provides investment advisory services through Strategic Investment Solutions, spending nearly full-time hours on this activity.
Employment History
Current Registrations
Strategic Investment Solutions, INC.
Previous Registrations
Forum Financial Management, LP
Purshe Kaplan Sterling InvestmentsBroker
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial Corporation
Waterstone Financial Group, INC.
Waterstone Financial Group, INC.Broker
Genworth Financial Advisers Corporation
Genworth Financial Securities CorporationBroker
State Registrations4 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.