JR
CFP · ChFC

Jeffrey Eugene Robinson

28 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
20 advisors
Number of Clients
1,885 clients
Average Client Portfolio
$845K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$500K
Minimum Annual Fee:$5,000

GSA offers investment management services for an annual fee based on a percentage of your portfolio's average daily balance, up to a maximum of 1.0%. This fee is in addition to other fees, such as those charged by the funds in your portfolio. Financial planning services are offered for a fee outlined in the financial planning agreement. GSA may waive or negotiate fees in certain instances at its discretion. GSA generally requires a minimum of $500,000 in assets under management and generally $5,000 in minimum annual gross fees for GWM but has discretion to accept lower amounts.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingInsurance PlanningHigh Net Worth
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Advisor Information

Office location

5005 Lbj Freeway, Ste. 2200, Dallas, TX, 75244-6152

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Guidestone Advisors
June 2018 - Present · 7 yrs 7 mos
Guidestone Financial ServicesBroker
April 2009 - Present · 16 yrs 9 mos
Previous Registrations
Guidestone Advisors
March 2011 - February 2012 · 11 mos
Pfpc Distributors, INC.Broker
September 2002 - September 2009 · 7 yrs
USAA Investment Management Company
April 1997 - August 2002 · 5 yrs 4 mos
USAA Investment Management Company Broker
April 1997 - August 2002 · 5 yrs 4 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.