Robert
Dearborn
Bartlett & Co. Wealth Management LLC
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About this Advisor
Robert Dearborn is a chartered financial analyst and chartered investment counselor working out of Chicago, Illinois with 3 years of relevant experience. Dearborn works at Bartlett & Co. Wealth Management LLC. Over the course of their career, Dearborn has held roles at Lodestar Investment Counsel, LLC and Bartlett Wealth Management. Dearborn holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Illinois. Bartlett & Co. Wealth Management LLC is a financial advisory firm that has its headquarters in Cincinnati, OH. The investment advisory business has a total of 71 employees. It oversees $7 billion in assets among its 5,301 customer accounts, making it one of the largest firms in the country by assets under management. The firm serves 54 charitable organizations. Of its 5,301 client accounts, 53% are held by high-net-worth clients who have at least $1 million in assets. The firm provides a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors largely are based on which services the firm provides the client. Fee types billed by Bartlett & Co. Wealth Management LLC likely consist of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bartlett & Co. Wealth Management LLC Brokerage Details
$6,948,868,876
71
5,301
$1,310,860
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Robert Dearborn Work History
Robert has been registered as a financial advisor for 3 years.*
Bartlett Wealth Management
Lodestar Investment Counsel, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Dearborn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bartlett & Co. Wealth Management LLC
Cincinnati, OH
Louisville, KY
Cincinnati, OH
Cincinnati, OH
Chicago, IL
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
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