Robert Spada
Robert Spada is a registered investment advisor at Virtus Fixed Income Advisers, LLC, based in Manchester, CT, with 32 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 227 clients with $33B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Seix Investment Advisors manages fixed income portfolios. Here's a summary of their fees for separately managed accounts:
- Investment Grade Strategies – Core: 0.20% per year on the first $100 million, 0.15% thereafter (minimum account size of $25 million)
- Investment Grade Strategies – Short Duration: 0.15% per year on the first $100 million, 0.10% thereafter (minimum account size of $25 million)
- Leveraged Finance Strategies: 0.50% per year on the first $100 million, 0.40% per year thereafter (minimum account size of $10 million)
- Tax Exempt Strategies (Average Maturity 3 years or less): 0.30% per year on the first $10 million, 0.25% per year on the next $40 million, 0.18% per year thereafter (minimum account size is $5 million)
- Tax Exempt Strategies (Intermediate Total Return): 0.40% per year on the first $10 million, 0.30% per year on the next $40 million, 0.18% per year thereafter (minimum account size is $5 million)
Seix's fees are negotiable and may vary based on account type and client services requested.
Location
Manchester, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Virtus Fixed Income Advisers, LLC
Vp Distributors LLC
Vp Distributors LLCBroker
Previous Registrations
Virtus Investment Advisers, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Infinex Investments, INC.
Infinex Investments, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Bear, Stearns & CO. INC.Broker
Rauscher Pierce Refsnes, INC.Broker
Shearson Lehman Hutton INC.Broker
State Registrations2 states
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