Glen Roberts is a registered investment advisor at Hilton Head Capital Partners, LLC, based in Conway, SC, with 33 years of industry experience. Glen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 377 clients with $250M 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 | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable. An annual administrative account fee of $60 is also charged.
Fee Estimator
Location
1121 Third Ave, Conway, SC, 29526
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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 →Other Business Activities
Glen owns rental real estate since 2019, dedicating minimal time to it. He is also an owner of Roberts Financial Strategies, LLC, a support company, spending minimal time on this as well.
Employment History
Current Registrations
Hilton Head Capital Partners, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations2 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.