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Robert Eide

44 Years of Experience
New York, NY
3 DisclosuresBroker

Robert Eide is a registered investment advisor at Aegis Capital CORP., based in New York, NY, with 44 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,083 clients with $1.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
100 advisors
Number of Clients
3,083 clients
Average Client Portfolio
$577K average
Assets Under Management
$1.8B

Fee Structure

Investment management only (planning not offered)

Aegis Capital Corp. charges a fee based on a percentage of the assets they manage for you.

If most transaction costs are charged to you:

  • First $250,000 - maximum 2.50% per year
  • Next $750,000 - maximum 2.25% per year
  • Over $1,000,000 - maximum 2.00% per year

If most transaction costs are charged to Aegis:

  • First $250,000 - maximum 3.00% per year
  • Next $750,000 - maximum 2.75% per year
  • Over $1,000,000 - maximum 2.50% per year

The fee can be charged in one of three ways: Floating Rate, Incremental Rate, or Fixed Rate, as specified in your client agreement. The amount of the fee may be negotiable.

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Location

1345 Avenue of the Americas, 27th Floor, New York, NY, 10105

Get directions

History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2024
Pending
Regulatory
March 2018
Final
Regulatory
October 2014
Final
Other Business Activities

Robert serves as an independent outside director for Nathan's Famous Inc. He is also an attorney representing financial service clients, and holds positions in Oxbridge Capital Management LLC, Strategic Associates LTD, ISAGEN LLC, and Pembroke & Partners LLC.

Employment History
Current Registrations
Aegis Capital CORP.
June 2008 - Present · 18 yrs 1 mo
Aegis Capital CORP.Broker
July 1984 - Present · 42 yrs
Previous Registrations
Ladenburg, Thalmann & CO., INC.Broker
May 1995 - October 1997 · 2 yrs 5 mos
Mayer and Meyer Resources, INC.Broker
December 1983 - October 1984 · 10 mos
Mutual Benefit Financial Service CompanyBroker
November 1981 - December 1983 · 2 yrs 1 mo
State Registrations3 states
CAFLNY
AdvisorBroker

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Robert Eide - Financial Advisor | TrueAdvisor