Robert Black
Robert Black is a registered investment advisor at Legacy Planning Advisors, LLC, based in Suwanee, GA, with 33 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 265 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.60% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are paid to third-party advisors. Legacy Planning Advisors receives compensation from the third-party advisor for the referral.
Fee Estimator
Location
5400 Laurel Springs Parkway, Suite 101, Suwanee, GA, 30024
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Robert is a partner at Legacy Planning Advisors, LLC, a registered investment advisor, dedicating full-time hours to trading, financial planning, and asset management. He also serves as an elder at a church, spending a few hours per week, and sells fixed insurance, spending minimal time on client meetings and policy servicing.
Employment History
Current Registrations
Legacy Planning Advisors, LLC
The Strategic Financial Alliance, INC.Broker
Previous Registrations
Sagepoint Financial, INC.Broker
Legacy Planning Advisors, LLC
Yeomans & Black Consulting, INC.
Sunamerica Securities, INC.Broker
Ifg Network Securities, INC.Broker
Planned Investments INC.Broker
State Registrations12 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.