Robert Morvice is a CFP-designated registered investment advisor at Prairieview Wealth & Tax Advisors, based in Frankfort, IL, with 14 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, High Net Worth, Investment Management, and 2 more. Their firm serves 288 clients with $210M 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 | 1.35% |
| $500K - $1.0M | 1.15% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 1.00% |
The percentage for the highest range of Managed Asset value achieved applies to all Managed Assets, not just Managed Assets within that range. Fees negotiable for accounts over $3,000,001.
Fee Estimator
Location
28 W Nebraska St, Frankfort, IL, 60423
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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 Activities
Robert is the Director of Operations and an Enrolled Agent at PrairieView Tax LLC, providing tax preparation and advice since January 2025.
Employment History
Current Registrations
Prairieview Wealth & Tax Advisors
Previous Registrations
Thrivent Advisor Network, LLC
Purshe Kaplan Sterling InvestmentsBroker
Bates Financial Advisors, INC.
Bates Securities, INC.Broker
Belvedere Trading LLCBroker
Wellington Capital Markets, L.L.C.Broker
State Registrations1 state
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.