Robert Badali
Robert Badali is a registered investment advisor at Monument Retirement & Wealth Advisory, LLC, based in Allen, TX, with 11 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 23 clients with $6.7M 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 | 1.75% |
Maximum annual fee. The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
450 Century Parkway, Suite 250, Allen, TX, 75013
Get directionsHistory
Regulatory History (1)
Criminal
February 1985Other Business ActivitiesSells Insurance
Robert is the president and an insurance agent at Monument Insurance & Financial Services, Inc. He spends about half his time in the insurance practice.
Employment History
Current Registrations
Monument Retirement & Wealth Advisory, LLC
State Registrations1 state
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.