Robert Cox
Robert Cox is a CFP-designated registered investment advisor at Mercer Global Advisors INC., based in Dallas, TX, with 28 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, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 31,333 clients with $60B 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 $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Schedule is for Wealth Management and Ascend Group. Guided Investing starts at 1.10% for the first $1 million in managed assets with a lower minimum fee of $1,200. Wealth Path starts at 1.30% for the first $1 million with a minimum fee of $6,000.
Fee Estimator
Location
8117 Preston Road, Suite 700, Dallas, TX, 75225
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 an agent for Quest Capital Management, Inc. selling non-variable insurance products since 2006, dedicating a few hours per week. He is also the registered agent for Loxley Group LLC and executor on his spouse's will, spending minimal time on these activities.
Employment History
Current Registrations
Mercer Global Advisors INC.
Previous Registrations
Quest Capital Management, INC.
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
MML Investors Services, INC.
MML Investors Services, INC.Broker
MML Investors Services, INC.
MML Investors Services, INC.Broker
Quest Capital Management, INC.
Raymond James Financial Services, 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.