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Robert Lozano

American Elite Advisory
7 Years of Experience
Ormond Beach, FL
Sells Insurance
View SEC Summary
View SEC Summary

Robert Lozano is a registered investment advisor at American Elite Advisory, based in Ormond Beach, FL, with 7 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, High Net Worth, Investment Management. Their firm serves 73 clients with $20M in assets under management.

American Elite Advisory
Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
73 clients
Average Client Portfolio
$276K average
Assets Under Management
$20.1M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Rate shown is for separately managed accounts (2.0% annual fee, negotiable). Other program rates apply: AssetMark at 1.10%, American Funds at 1.0%, and Jackson National annuities up to 1.5%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Ormond Beach, FL

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Robert works as a Customer Experience Specialist at Federal Express Corporation, dedicating nearly full-time hours. He is also an independent insurance agent, spending about half his time engaging clients in financial planning regarding life insurance, long-term care, and fixed annuities.

Employment History
Current Registrations
American Elite Advisory
September 2022 - Present · 4 yrs 1 mo
Previous Registrations
Royal Fund Management, LLC
April 2019 - July 2022 · 3 yrs 3 mos
State Registrations2 states
FLTX
Advisor

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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