Robert Stern
Robert Stern is a CFP-designated registered investment advisor at Jefferies Investment Advisers LLC, based in McKinney, TX, with 24 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 Corporate Executives, Estate Planning, High Net Worth, Retirement Planning, and 1 more. Their firm serves 2,020 clients with $5.2B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Jefferies Investment Advisers offers ongoing financial planning services as part of its annual engagements, which can include periodic reviews of your financial needs, updates to your financial plan, progress tracking, and identification of changes in your situation that impact your goals.
- Standard financial planning services — Typically costs between $1,000 and $10,000 per year, with an overall range of $500 to $50,000 depending on the scope and complexity of your situation.
- Complex high-net-worth planning — Fees can range from $50,000 to $100,000 for relationships with a net worth of $100 million or more.
Location
McKinney, TX
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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
Jefferies Investment Advisers LLC
Jefferies LLCBroker
Jefferies LLC
Previous Registrations
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
J.P. Morgan Securities LLCBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Ameritas Investment CORP
Ameritas Investment CORP.Broker
Nylife Securities LLCBroker
Efg Corporation
Nylife Securities LLCBroker
Birchtree Financial Services, INC.Broker
Painewebber IncorporatedBroker
Mercer Allied Company, L.P.Broker
State Registrations53 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
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