Robert Crew
Robert Crew is a CFA, CFP-designated registered investment advisor at Triune Financial Partners, LLC, based in Overland Park, KS, with 34 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, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 960 clients with $1.3B 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $6.0M | 0.70% |
| $6.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.45% |
| $20.0M - $50.0M | 0.35% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.30% |
Fees are negotiable on a client-by-client basis. Discounts may be offered to family members or associated persons of the firm. Some long-standing clients may have originally received a lower fee for services and are allowed to remain at this fee.
Fee Estimator
Location
Lighton Plaza Ii, 7400 College Blvd, Suite 300, Overland Park, KS, 66210
Get directionsHistory
Regulatory History (2)
Financial
August 2024Customer Dispute
June 1991Other Business ActivitiesSells Insurance
Robert is an independent insurance agent for various insurance companies. He also serves on the investment committee for Church of the Nazarene and is a member of the Administration Committee for College Church of the Nazarene, and co-trustee of a family member's trust, dedicating about 10-20% of his time to the trust.
Employment History
Current Registrations
Triune Financial Partners, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
MML Investors Services, INC.
Wealth Dynamics, LLC
MML Investors 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.