BR
CFP

Blake Stanton Robinson

23 Years of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
176 advisors
Number of Clients
11,990 clients
Average Client Portfolio
$591K average
Assets Under Management
$7.1B

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.50%
$250K - $500K1.25%
$500K - $1.0M1.00%
$1M+0.75%

Fees are negotiable and may vary based on the client relationship.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Financial Plan Fee:$2,500
Hourly Rate:$150 - $300/hr

Fees for financial planning start at $2,500 per plan or $150 to $300 per hour. Investment and asset management fees are based on a percentage of assets under management, billed quarterly. For tax return preparation, fees start at $500 per return or $150 to $300 per hour. Fees are negotiable and may vary based on the client relationship.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
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Advisor Information

Office location

140 E. Washington Street, Monroe, GA, 30655

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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
Synovus Securities, INC.
April 2011 - Present · 14 yrs 9 mos
Synovus Securities, INC. Broker
April 2011 - Present · 14 yrs 9 mos
Previous Registrations
Thrivent Investment Management INC.
October 2008 - April 2011 · 2 yrs 6 mos
Thrivent Investment Management INC. Broker
September 2008 - April 2011 · 2 yrs 7 mos
MML Investors Services, INC.
January 2008 - September 2008 · 8 mos
MML Investors Services, INC. Broker
December 2007 - September 2008 · 9 mos
Thrivent Investment Management INC.
November 2004 - December 2007 · 3 yrs 1 mo
Thrivent Investment Management INC. Broker
August 2002 - December 2007 · 5 yrs 4 mos
State Registrations12 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.