Robert Waddell
Robert Waddell is a registered investment advisor at Voya Financial Advisors, INC., based in Houston, 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 Business Owners, Corporate Executives, Education Planning, Estate Planning, and 7 more. Their firm serves 16,336 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $500K | 2.75% |
| $500K - $1.0M | 2.50% |
| $1.0M - $2.0M | 2.35% |
| $2.0M - $5.0M | 2.10% |
| $5.0M - $10.0M | 2.05% |
| $10M+ | 2.00% |
Schedule reflects the Unified Managed Account Program maximum total annual client fee. The Fidelity Program (closed to new clients) has separate tiers up to 1.00%. Third-party programs range from 0.75% to 2.50%.
Fee Estimator
Location
17000 El Camino Real Suite 105A, Houston, TX, 77058
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2013Other Business ActivitiesSells Insurance
Robert is an independent insurance agent, selling fixed insurance products since 2013. The filing does not specify the amount of time spent on this activity.
Employment History
Current Registrations
Voya Financial Advisors, INC.Broker
Voya Financial Advisors, INC.
Previous Registrations
Ing Financial Advisers, LLC
Ing Financial Advisers, LLCBroker
Aetna Life Insurance and Annuity CompanyBroker
State Registrations20 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
More Advisors
- Trevis Bonnett, ChFCVoya Financial Advisors, INC.
- Justin Haywood, CFPHaywood Wealth Management
- Diego Garrido, CFP
- Alan Christensen, CFAFayez Sarofim & CO.
- Adam Davidson, CFPJ.P. Morgan Securities LLC
- Ramona Conklin, CFPWells Fargo Advisors