Robert Zeiner
Robert Zeiner is a ChFC-designated registered investment advisor at Virtue Capital Management, LLC, based in Jacksonville, FL, with 42 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 4,294 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
VCM charges a percentage of your portfolio's value annually for investment management. The exact percentage is negotiated and can range from 1.00% to 1.95% per year. Fees are paid monthly, based on the average daily balance of your account. Related accounts may be combined to help clients meet fee breakpoints and lower the overall fee. Clients also pay a $12 monthly technology fee.
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.