Saint Charles, IL | Lincoln, IL | Rantoul, IL
Cantlon Financial Planning is a full service financial planning firm, formed in 1984, currently managing over $60 million of traded securities. We are value-oriented investors but no investment opportunities are eliminated strictly on a formula basis. We provide our clients with a diversified portfolio of individual stocks, bonds and other securities tailored to their risk tolerance, financial objectives and tax situation. Mutual funds are used sparingly to participate in certain market sectors. We take sole responsibility for investment selection and keep our clients fully apprised of trading activity and account balances. In addition to investment in fixed income securities, we use covered call writing to provide additional security and income as market conditions allow. Our interests are directly aligned with our client's since our fees increase or decrease in direct ratio to client portfolio performance. In addition, we invest our own money into the same securities that we buy for you. All accounts are custodied at Fidelity Investments with limited trading authority granted to Cantlon Financial Planning. Limited Trading Authority allows us to trade on your behalf with no access to the funds in your account. Detailed statements are provided monthly by Fidelity Investments to our clientele. We receive no part of the minimal trading fees charged by Fidelity Investments for order execution. Our minimum account size is $200,000. Our annual fee is 8/10th's of 1% (80 basis points) on assets under management. Fees are payable quarterly, in advance.
Crystal Lake, IL | Savannah, GA | Geneva, IL
Robert Gephart lives in Crystal Lake, IL. Robert has also lived in Savannah, GA; Geneva, IL; Saint Charles, IL and Virginia Beach, VA.
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What is Robert Gephart's address in Saint Charles, Illinois?
Robert Gephart's address is ***** Cambridge Dr, Saint Charles, IL.
What is Robert Gephart's age?
Robert Gephart's age is 45.
What is Robert Gephart's phone number?
Robert Gephart's phone number is (630) 377-****.
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Gephardt was born into a family in St. Louis, Missouri, the son of Loreen Estelle .... Campaigner by Bob Shrum, who served as Kerry's campaign adviser in the .... You can find more here.
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