Advisor at RB Salzman Wealth Management, LLC
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Firm
RB Salzman Wealth Management, LLC
Location
Arlington Heights, IL
Credentials
CFP®, Series 63, Series 66
Industry experience
12 years
Robert Salzman is a CFP® professional with 12 years of experience in financial advising. He is the sole advisor at RB Salzman Wealth Management, LLC, an independent firm he has led since 2015. The firm provides wealth and investment advisory services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and other institutions. RB Salzman Wealth Management emphasizes a goal-focused wealth analysis and strategic planning approach, incorporating diversified portfolios, scenario analyses, and regular reviews to manage approximately $35.6 million in assets across 29 client relationships.
Based on RB Salzman Wealth Management, LLC
$500 initial consultation fee (credited toward first advisory fee if retained)
$0 - $100,000: 1.50% $100,001 - $250,000: 1.00% $250,001 - $1,000,000: 0.50% $1,000,001 - $3,000,000: 0.40% $3,000,001 - $5,000,000: 0.2625% $5,000,001+: 0.00%
Minimum fee: $1,500 minimum annual fee Fee-only: Advisory fees based on tiered percentage of assets under management, no commissions
Arlington Heights, IL
Illinois
RB Salzman Wealth Management, LLC
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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