Brian Roberts is a CFA-designated registered investment advisor at Flexpath Strategies, based in Virginia Beach, VA, with 13 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 741 clients with $2.9B 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 | 0.15% |
Fees are typically between 0.05% and 0.15% of assets under management.
Fee Estimator
Location
Virginia Beach, VA
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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
Flexpath Strategies
Previous Registrations
NFP Retirement INC.
Financial Telesis, INC.
Arete Investment Consulting, LLC
State Registrations1 state
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.