Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The maximum annual fee for investment advisory services is 2.75%. Accounts with assets over $5,000,000 will have a custom fee schedule. Fees are negotiable and exclusive of transaction-related fees. Financial planning and consulting fees are also negotiable and documented in the advisory agreement. A minimum investment of $500,000 is required to open and maintain an account.
Areas of Practice
Advisor Information
Office location
1200 N. Federal Highway, Suite 200, Boca Raton, FL, 33432
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is a managing member of RWA Advisors LLC, where he receives life insurance commissions and spends nearly full-time. He also serves on the board of Florida Atlantic University and Triple F Entertainment LLC, and is president of Galts Gulch LLC and on the board of Vitel Net Services.