Robert Zeiner
Robert Zeiner is a ChFC-designated registered investment advisor at Virtue Capital Management, LLC, based in Jacksonville, FL, with 43 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 5,770 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
Asset-based management fees generally range up to 1.95% per year based on the platform rate selected by the investment adviser representative.
Fee Estimator
Location
Jacksonville, FL
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Regulatory History (1)
Regulatory
October 2019Other Business ActivitiesSells Insurance
Robert is the sales/owner of an insurance business since 2010. He dedicates minimal time to this activity.
Employment History
Current Registrations
Virtue Capital Management, LLC
Previous Registrations
Stratton & CO. Retirement Investment Strategies, LLC
Tlg Advisors, INC.
The Leaders Group, INC.Broker
Foresters Equity Services, INC.Broker
Spc
Sammons Securities Company, LLCBroker
Qa3 Financial CORP.Broker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
MML Investors Services, INC.Broker
Connecticut Mutual Financial Services, INC.Broker
State Registrations1 state
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
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