Robert Moise
Robert Moise is a registered investment advisor at Jackson Financial Services, LLC, based in Mt. Pleasant, SC, with 24 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 557 clients with $480M 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 | 0.50% |
Advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Location
1311 Chuck Dawley Blvd., Suite 103, Mt. Pleasant, SC, 29464
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 owns rental property and spends minimal time managing it. He is also a trustee on his brother's life insurance trust, monitoring the policy and sending out annual notices, which also takes minimal time.
Employment History
Current Registrations
Jackson Financial Services, LLC
Previous Registrations
Prudential Financial Planning Services
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.