Robert Albritton
Robert Albritton is a registered investment advisor at Prospera Financial Services, INC., based in Ft Worth, TX, with 39 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 Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 19,103 clients with $12B 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 | 2.15% |
Maximum annual fee across investment management programs is 2.15% of assets under management. Fees are negotiable based on account size, complexity, and services provided.
Fee Estimator
Location
2901 W 6th Street, Suite G, Ft Worth, TX, 76107
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2000Other Business Activities
Robert is a trustee/POA/executor for two marital estates, overseeing accounts and spending minimal time on each. He receives no compensation for the first estate, but receives compensation for the second, taking about 10-20% of his time.
Employment History
Current Registrations
Prospera Financial Services, INC.
Prospera Financial Services, INC.Broker
Previous Registrations
The Principal/eppler, Guerin & Turner, INC.Broker
State Registrations4 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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