Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Talon Private Wealth charges fees for financial planning either on an hourly basis ($250/hour) or a fixed fee basis (minimum $1,500). Portfolio management fees are based on a percentage of assets under management, with a maximum annual fee of 2.0%, which includes management and model portfolio fees. Fees are negotiable. A minimum balance of $25,000 is required, but may be waived.
Areas of Practice
Advisor Information
Office location
11974 Cr 101, Suite 103, The Villages, FL, 32162
Get directionsRegulatory History (4)
Customer Dispute
July 2015Customer Dispute
November 2008Customer Dispute
November 2006Criminal
March 1992Other Business ActivitiesSells Insurance
Robert is involved in several investment-related activities, including owning Epic Financial Group, Inc. where he sells insurance and annuity products, hosting the Guarding Your Nest Egg radio show, and managing Talon Private Wealth, LLC. He also owns a real estate holding company, is the vice-president of a condo association, and is a shareholder in multiple RIAs.