Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are negotiable and determined between you and your Advisory Representative. Initial fees for pension transfers will not exceed 3%. Annual fees for SIPP and QROPS accounts will not exceed 1.50%. US based asset management fees will not exceed 2% annually. Financial planning fees are flat fees not to exceed $5,000. There are multiple levels of fees and costs.
Areas of Practice
Advisor Information
Office location
4700 Millenia Boulevard, Sute 175, Orlando, FL, 32839
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.
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Robert works as an international financial advisor for SJB Global SL, providing financial planning services. This investment-related activity takes about a quarter of his time, and accounts for 30% of his yearly compensation.