Robert
Fee

Captrust

CRD#7654187
Investment Advisor
in Wichita, KS

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About this Advisor

Robert Fee is a financial advisor based in Wichita, Kansas, working with Captrust. Robert has previously held positions at Capfinancial Partners LLC (Captrust) and the US Army. Robert has passed the Series 65 regulatory exam and is registered to provide services in Kansas. Currently, Robert is part of Captrust, which operates out of Wichita, Kansas. The firm has 69 offices and 1,554 employees. The firm manages assets totaling $852.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and publication of newsletters. The fee structure at Captrust includes asset-based, hourly, fixed, and performance-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

1625 North Waterfront Parkway #150
Wichita, KS 67206

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Captrust Brokerage Details

Total Assets Under Management

$852,173,054,617

KS Average: $3,625,019,099
Total Number of Employees

1,554

KS Average: 22
Total Number of Accounts

100,603

KS Average: 1,917
Average Account Size

$8,470,653

KS Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters

Robert Fee Work History

2022 - Present (3 years)

Capfinancial Partners LLC (Captrust)

2019 - 2022 (3 years)

Us Army

2018 - 2019 (1 year)

Us Army

2015 - 2018 (3 years)

Us Army

2014 - 2015 (1 year)

Us Army

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Robert Fee 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 Captrust

Charles Paderick
Sanford, NC
Evan Patterson
Raleigh, NC
Shawn Morris
Boerne, TX
Ryan Lee
Dayton, OH
Jessica Mayo
San Antonio, TX
James Cumalander
Wenatchee, WA
Catherine Bragg
Birmingham, AL
Audrey Scroggs
Phoenix, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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