# Robert Bilkie

> Robert Bilkie is a fee-only financial advisor at Sigma Investment Counselors in Northville, Michigan, who holds the CFA credential. Robert charges a percentage of assets (1% a year on the first tier of assets managed and a $1,000,000 asset minimum) and focuses on equity compensation, small business owners and retirement planning.

Page: https://find.wellspent.co/advisors/robert-bilkie/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Sigma Investment Counselors
- **Based in:** Northville, Michigan
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed; a $1,000,000 asset minimum
- **Assets under management (firm):** $2.17B across 2,837 accounts
- **Credentials:** CFA
- **Specialties:** Equity compensation, Small business owners, Retirement planning, Estate & legacy planning, Tax planning, Family wealth transfer
- **Works with:** Executives, Multi-generational families, Divorced individuals
- **CRD:** 4329932 (https://adviserinfo.sec.gov/individual/summary/4329932)
- **SEC registration:** Investment adviser representative in FL, MI, NC, TX
- **Firm size:** 20 employees
- **Disclosures:** None reported
- **Website:** https://www.sigmainvestments.com

## Frequently asked questions

### Is Robert Bilkie a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Sigma Investment Counselors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Robert charge for financial advice?

Robert charges a percentage of assets.

### How much does Robert charge?

According to Sigma Investment Counselors's website, checked October 30, 2026: 1% a year on the first tier of assets managed; a $1,000,000 asset minimum.

### Where is Robert Bilkie based?

Robert Bilkie is based in Northville, Michigan.

### What does Robert specialize in?

Robert's specialties include equity compensation, small business owners, retirement planning, estate & legacy planning, tax planning and family wealth transfer. Robert works with executives, multi-generational families and divorced individuals.

### What credentials does Robert Bilkie hold?

Robert Bilkie holds the CFA credential.

### Is Robert Bilkie registered with the SEC?

Yes. Robert Bilkie is registered as an investment adviser representative in FL, MI, NC and TX (CRD 4329932), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sigma Investment Counselors manage?

Sigma Investment Counselors reports $2.17B across 2,837 accounts in assets under management.

### How do I contact Robert Bilkie?

Through Robert's website, www.sigmainvestments.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4329932): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://sigmainvestments.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.