Robert Neuman is a registered investment advisor at Fidere Advisors, based in Minnetonka, MN, with 5 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, Insurance Planning, and 3 more. Their firm serves 64 clients with $26M 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 $1000K | 1.25% |
| $1000K - $2.0M | 1.00% |
| $2M+ | 0.75% |
These rates are for General Portfolio Management. Separate Account Management fees are: - Under $100,000: 2.00% per year - $100,000 - $249,999: 1.75% per year - $249,999 - $749,999: 1.25% per year - $749,999 - $999,999: 1.0% per year - $999,999 - $4,999,999: 0.85% per year - Over $4,999,999: 0.50% per year. Fees may be negotiable.
Fee Estimator
Location
13100 Wayzata Blvd, Suite 330, Minnetonka, MN, 55305
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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 →Employment History
Current Registrations
Fidere Advisors
Previous Registrations
Fidere Advisors
Boulevard
State Registrations1 state
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