Spencer Bleecker is a registered investment advisor at Roberts, Glore & CO., based in Deerfield, IL, with 7 years of industry experience. Spencer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 397 clients with $940M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Advisory fees may be subject to negotiation, especially when considering asset mix and portfolio size. Fees for non-discretionary accounts may be higher. Fees for portfolios with assets under management of $10 million or more may be lower.
Fee Estimator
Location
707 Lake Cook Road, Suite 210, Deerfield, IL, 60015
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Roberts, Glore & CO.
State Registrations1 state
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