Robert Walton
Robert Walton is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Madison, MS, with 41 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B 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 | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
100 Fountains Blvd, Suite 200, Madison, MS, 39110
Get directionsHistory
Regulatory History (3)
Customer Dispute
June 2012Customer Dispute
May 2003Regulatory
August 1988Other Business Activities
Robert is a trustee and trust advisor for his brother's trust since November 2023, and the owner of Walton Wealth Management since June 2015, dedicating minimal time to each. Both activities are investment-related.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Buchanan & CO., INC.Broker
State Registrations7 states
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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