Robert Mabe
Robert Mabe is a registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Victoria, TX, with 30 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 26,942 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Planners' financial professionals offer portfolio management services for a fee, also known as an advisory fee. This fee is determined based on the complexity of the service, knowledge, skill, technology, and access warranted to satisfy the client's needs. The advisory fee may also include financial planning and consulting services. The maximum advisory fee is 3.0% annually, but may be lower for Pershing accounts due to a separate program fee. United Planners does not have a minimum advisory fee or a predetermined fee schedule.
Location
4408 Lilac Suite B, Victoria, TX, 77901
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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 ActivitiesSells Insurance
Robert owns Dragonfly Ranch, involved in buying and selling cattle since 2016. He is also an agent for non-variable insurance through Robert Mabe/Mabe Financial Group since 1991, and owns Mabe Financial Group for marketing. Additionally, Robert is a property manager/owner for C.T.T. Properties, dealing with real estate sales, rentals, and property management since 2005.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Previous Registrations
H. Beck, INC.Broker
H. Beck, INC.
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Mutual of Omaha Investor Services, INC.Broker
State Registrations9 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.