Robert Earl
Robert Earl is a registered investment advisor at Commonwealth Financial Network, based in Troy, OH, with 31 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
115 West Market Street, Suite B, Troy, OH, 45373
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Regulatory History (1)
Customer Dispute
June 2005Other Business ActivitiesSells Insurance
Robert sells fixed insurance products under Commonwealth Financial Network and is the president and sole owner of Robert J. Earl, LTD., an entity created for his securities business. He also coaches track at Houston High School and owns Can't Stop Running Company Ohio, LLC, dedicating a few hours per week to the latter.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
UBS Painewebber INC.Broker
J.C. Bradford & CO.Broker
State Registrations7 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.