Robert Weldon is a registered investment advisor at Eaton Vance Management, based in Milton, GA, 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. Their firm serves 4,053 clients with $85B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eaton Vance Management's fees for investment management vary and can be negotiated. The fees are generally calculated as a percentage of the value of your portfolio and are billed quarterly. The specific fee schedule depends on the investment objectives, strategies, and any restrictions on your account. If your account invests in funds, you will also bear a proportionate share of the fund's advisory fees and other expenses. For specific fee information related to wrap fee programs, please refer to the program's disclosure documents.
Location
Milton, GA
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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 Activities
Robert is a limited partner (silent partner) in Canvas Investment Group, LLC since 2017. This is an unpaid position with no duties.
Employment History
Current Registrations
Eaton Vance Management
Eaton Vance Distributors, INC.
Eaton Vance Distributors, INC.Broker
Previous Registrations
Starwood Capital, L.L.C.Broker
Nuveen Securities, LLCBroker
Nuveen Asset Management, LLC
Lord, Abbett & CO. LLC
Lord Abbett Distributor LLCBroker
Phoenix Equity Planning CorporationBroker
State Registrations4 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.