Robert Bailey
Robert Bailey is a registered investment advisor at Moneypro Wealth Management, LLC, based in Franklin, TN, with 30 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 7 clients with $1.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are subject to negotiation. The firm participates in the Altruist Model Marketplace, which may result in additional fees ranging from 0.00% to 1.00% passed through to client accounts.
Fee Estimator
Location
2550 Meridian Blvd, Suite 200, Franklin, TN, 36067
Get directionsHistory
Regulatory History (1)
Regulatory
March 2024Other Business ActivitiesSells Insurance
Robert, doing business as Bailey Financial Management and Insurance Services, provides non-investment-related advice as a Life and Health Insurance Agent in California. He actively sells fixed annuities, non-registered variable annuities, life, health, disability, and long-term care insurance.
Employment History
Current Registrations
Moneypro Wealth Management, LLC
Previous Registrations
Royal Alliance Associates, INC.Broker
State Registrations3 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.