Robert Bray
Robert Bray is a ChFC-designated registered investment advisor at Jaffe Tilchin Investment Partners, LLC, based in Tampa, FL, with 41 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, Investment Management, and 2 more. Their firm serves 1,478 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Jaffe Tilchin charges a percentage of your portfolio's value each year for investment management. The maximum you'll pay is 2.00% annually, which includes any fees charged by independent managers. This fee covers actively managed cash balances. Fees are calculated based on the market value of your assets as determined by the custodian of your account.
Location
15350 N. Florida Ave., Tampa, FL, 33613
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 1995Other Business ActivitiesSells Insurance
Robert is the President and Owner of Bray & Assoc Inc, spending a few hours per week on insurance-related activities and about 10-20% of his time on commissions from home, life, auto, and fixed insurance. He also works as an Investment Advisor Representative for Jaffe Tilchin Investment Partners, dedicating about half his time to this role.
Employment History
Current Registrations
Jaffe Tilchin Investment Partners, LLC
Previous Registrations
Apw Capital, INC.Broker
Jonathan Roberts Advisory Group, INC.
J.W. Cole Financial, INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.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.