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Robert Altizer

Raymond James & Associates, INC.
34 Years of Experience
Plymouth, MI
1 DisclosureBroker
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Robert Altizer is a registered investment advisor at Raymond James & Associates, INC., based in Plymouth, MI, with 34 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.

Raymond James & Associates, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5819 advisors
Number of Clients
531,617 clients
Average Client Portfolio
$942K average
Assets Under Management
$501.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

505 S. Main Street, Plymouth, MI, 48170

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2016
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Robert is a high school sports official since 2006, dedicating minimal time to this activity. He is also a board member for ARC of Dearborn/Dearborn Heights, spending about 10-20% of his time, and attends board meetings for the Dearborn Chamber of Commerce, spending a few hours per week.

Employment History
Current Registrations
Raymond James & Associates, INC.
October 2010 - Present · 16 yrs
Raymond James & Associates, INC.Broker
May 2004 - Present · 22 yrs 5 mos
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, INC.Broker
November 1997 - June 2004 · 6 yrs 7 mos
First of Michigan CorporationBroker
June 1993 - November 1997 · 4 yrs 5 mos
Olde Discount CorporationBroker
May 1992 - July 1993 · 1 yr 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
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