Advisor at Virtue Asset Management LLC
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Firm
Virtue Asset Management LLC
Location
Barrington, IL 60010
Credentials
CFP®
Industry experience
9 years
Robert Finley is a CFP® professional with nine years of industry experience, currently serving as an advisor at Virtue Asset Management LLC since 2016. He is based in Barrington, IL, and serves on the Barrington Chamber Board as well as acting as Treasurer for the Evergreen Cemetery Non Profit Association. Virtue Asset Management advises individual and high-net-worth clients through discretionary asset management and integrated financial planning, utilizing a client-tailored investment process that incorporates quantitative optimization, risk/return analysis, and derivative strategies consistent with client objectives and risk tolerance.
Based on Virtue Asset Management LLC
Based on Virtue Asset Management LLC
$0 - $3 million: 0.80% $3 million - $5 million: 0.60% $5 million+: 0.50%
Account minimum: $1,000,000 Fee-only: Asset-based fees only, no commissions or other sales fees.
308 W. Main Street
Barrington, IL 60010
Illinois · Texas
Virtue Asset Management LLC
2016 - Present (10 years)
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