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Robert Larios
32 Years of Experience
Jacksonville, FL
1 DisclosureBroker
Robert Larios is a registered investment advisor at Saxony Capital Management, LLC, based in Jacksonville, FL, with 32 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 762 clients with $370M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
42 advisors
Number of Clients
762 clients
Average Client Portfolio
$483K average
Assets Under Management
$367.9M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$125
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.20% |
| $500K - $1.0M | 1.90% |
| $1.0M - $2.0M | 1.60% |
| $2.0M - $5.0M | 1.30% |
| $5M+ | 1.20% |
Fees and commissions are negotiable with each client. The schedule represents maximum fees and includes an annual platform fee of 0.20%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Jacksonville, FL
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2020Denied
Employment History
Current Registrations
Saxony Capital Management, LLC
October 2011 - Present · 15 yrs
Saxony Securities, INC.Broker
September 2006 - Present · 20 yrs 1 mo
Previous Registrations
Atlas One Financial Group, LLCBroker
January 2004 - August 2006 · 2 yrs 7 mos
A. G. Edwards & Sons, INC.
November 2002 - January 2004 · 1 yr 2 mos
A. G. Edwards & Sons, INC.Broker
November 2002 - January 2004 · 1 yr 2 mos
UBS International INC.
June 2002 - November 2002 · 5 mos
UBS International INC.Broker
June 2002 - November 2002 · 5 mos
UBS Painewebber INC.
May 1994 - June 2002 · 8 yrs 1 mo
UBS Painewebber INC.Broker
May 1994 - June 2002 · 8 yrs 1 mo
State Registrations7 states
CTFLGAMAMINYTX
AdvisorBrokerBoth
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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