Advisor at Traction Financial Partners
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Location
Encampment, WY 82325-1028
Credentials
ChFC®, Series 66
Industry experience
24 years
Robert Heykoop is a financial advisor with Traction Financial Partners, holding the ChFC® designation and Series 66 license, and has 24 years of industry experience. He previously worked at Equitable Advisors, LLC and Axa Advisors, LLC for two decades. Heykoop serves on committees and boards supporting youth in agriculture and community events, including the National Western Stock Show Junior Livestock Auction and the Miss Rodeo Wyoming Scholarship Foundation. Traction Financial Partners serves individuals, high-net-worth clients, foundations, trusts, estates, and employer-sponsored retirement plans, providing investment management, financial planning, and retirement plan advisory services. The firm employs a core-satellite investment approach and offers client educational seminars and workshops, managing approximately $263 million across a five-advisor team.
Based on Traction Financial Partners
Based on Traction Financial Partners
$0+: Negotiable, up to 1.35% annually (maximum advisory fee) $50,000+: Manager Access Select program maximum fee 2.00% annually $0+: SWM program maximum fee 1.35% annually $25,000+: MWP program maximum fee 2.00% annually $250,000+: PWP program maximum fee 2.00% annually
Some Investment Adviser Representatives are also registered representatives of LPL Financial and receive commissions on brokerage transactions and insurance products
$350/hour for financial planning and consulting services
Account minimum: $300,000 Minimum fee: $1,000 annually minimum for Retirement Plan clients Fee-only: Financial planning fees range from $3,000 to $25,000 fixed; hourly rate $350/hour; post-initial updates $500 to $2,000; estate planning coordination $350/hour plus Snug fees ($150 for Will-Based Plan, $400 for Trust-Based Plan)
168 County Road 648
Encampment, WY 82325-1028
Colorado · Texas · Wyoming
Traction Financial Partners
2021 - Present (5 years)
Equitable Advisors
2001 - 2021 (20 years)
Axa Advisors, Llc
2001 - 2020 (19 years)
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