Robert Brewer
Robert Brewer is a registered investment advisor at Atlanta Consulting Group Advisors, LLC, based in Lexington, KY, with 33 years of industry experience. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 337 clients with $14B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $7.5M | 0.80% |
| $7.5M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.60% |
| $20.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.30% |
Fees are negotiable for AUM over $100,000,000. The specific manner in which ACG’s Advisory Fees are charged is usually established in the Advisory Agreement between the client and the Firm. Generally, ACG’s Advisory Fee is billed and payable quarterly in advance. However, in its sole discretion, ACG permits certain clients to pay Advisory Fees in arrears, typically quarterly.
Fee Estimator
Location
450 Old Vine Street, Suite 310, Lexington, KY, 40507
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2011Customer Dispute
June 2009Customer Dispute
February 2009Other Business Activities
Robert is a passive investor in AgriCapture and LandFund Partners IV LP, and serves as an Associate Partner/Director of Private Wealth at ATL Consulting Group, dedicating about half of his time to this role. He also serves on the advisory board of Idle Hour Country Club and as a board member for The Lexington Cemetery, and acts as POA for his mother, Katherine Brewer, all requiring minimal time.
Employment History
Current Registrations
Atlanta Consulting Group Advisors, LLC
Kingswood Capital Partners, LLCBroker
Previous Registrations
Kingswood Capital Partners, LLCBroker
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
J.J.B. Hilliard, W.L. Lyons, INC.Broker
State Registrations30 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.