Robert Kahne
Robert Kahne is a registered investment advisor at Benjamin F. Edwards & Company, Incorporated, based in Sarasota, FL, with 40 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 30,126 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BFE offers investment management through various programs. The fees are calculated as a percentage of the value of your account. The total fee you pay covers BFE's advisory services and, if applicable, the fees for portfolio management services. The maximum total fee is 2.50% annually, but BFE reserves the right to increase the total fee by five percent per calendar year. There is a minimum annual fee of $125 that applies to all BFE investment advisory accounts. Fees are negotiable and are charged quarterly in advance based on the average daily asset value of your account from the previous quarter.
Location
101 S. Palm Ave., Sarasota, FL, 34236
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2005Customer Dispute
May 2005Customer Dispute
November 1997Other Business Activities
Robert has 100% ownership of Downtown Properties, a business to buy a condo, dedicating minimal time. He is also an owner of a monthly rental and a trustee for his parent.
Employment History
Current Registrations
Benjamin F. Edwards & Company, INC.Broker
Benjamin F. Edwards & Company, Incorporated
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
A. G. Edwards & Sons, INC.
Lincoln Investment Planning, INC.Broker
A. G. Edwards & Sons, INC.Broker
State Registrations46 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.