Advisor at Financial Economics Consulting Group, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Financial Economics Consulting Group, Inc.
Location
Tuscaloosa, AL 35401
Credentials
CFP®, CFA®, Series 63
Industry experience
34 years
Robert Mcleod is a CFP® and CFA® with 34 years of experience at Financial Economics Consulting Group, Inc., where he has worked since 1986. He is also a professor of finance at the University of Alabama’s Culverhouse College of Commerce. Outside of his advisory role, he is involved in identifying and analyzing residential and commercial properties through a private company. Financial Economics Consulting Group primarily serves individual investors, including both high-net-worth and non-HNW clients, offering portfolio management, financial planning, and consulting services. The firm combines a monetarist, top-down economic view with fundamental and technical analysis to build customized, balanced portfolios, and also provides business valuation and litigation support.
Based on Financial Economics Consulting Group, Inc.
$0 - $1,000,000: 1% of Market Value $1,000,001 - $2,999,999: 0.85% of Market Value $3,000,000 - $4,999,999: 0.60% of Market Value $5,000,000 - $7,499,999: 0.55% of Market Value $7,500,000 - $9,999,999: 0.50% of Market Value $10,000,000+: 0.45% of Market Value
Consulting fees at $200 per hour; Litigation support expert witness fees at $400 per hour plus expenses
Fee-only: Consulting fees at $200 per hour; Litigation support expert witness fees at $400 per hour plus expenses
2316 University Blvd. Suite 201
Tuscaloosa, AL 35401
Alabama · Louisiana · Texas
Financial Economics Consulting Group, Inc.
1986 - Present (40 years)
University of Alabama
1978 - Present (48 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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