Robert Iola
Robert Iola is a ChFC-designated registered investment advisor at Kestra Advisory Services, LLC, based in Raritan, NJ, with 35 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, Retirement Planning. Their firm serves 97,702 clients with $60B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Advisory Services' (Kestra AS) fees for managing your investments are a percentage of the value of your portfolio, up to a maximum of 2.5% per year. The exact percentage is determined by your advisor based on factors like the size of your account, the type of account (e.g., retirement), the services you receive, and the platform you choose. These fees are negotiable.
Kestra AS offers different advisory platforms with varying program fees that are deducted from the client fee you negotiate with your advisor. These platforms include AdvisorEnterprise, Horizon, and AdvisorChoice. Each platform has different features, costs, and minimum account sizes.
There are also third-party managed solutions available through platforms like Focus Partners Advisor Solutions, Symmetry Partners, SEI and AssetMark.
Location
1124 US Hwy 202, Suite A3, Raritan, NJ, 07830
Get directionsHistory
Regulatory History (3)
Regulatory
December 2012Customer Dispute
September 2010Customer Dispute
April 2001Other Business ActivitiesSells Insurance
Robert is the President of IFG Wealth Strategies, a Registered Representative with Kestra Investment Services, and an Investment Advisor Representative with Kestra Advisory Services, spending nearly full-time on these activities. He also hosts workshops for Power of Zero and manages YKW-HOLE PROPERTIES LLC, dedicating minimal time to each.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Summit Financial Resources INC
Summit Equities INC
Summit Equities, INC.Broker
Lincoln Financial Advisors CorporationBroker
Cigna Financial Advisors,inc.Broker
State Registrations25 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.