Robert Eberst
Robert Eberst is a registered investment advisor at Independent Advisor Alliance, LLC, based in Boca Raton, FL, with 29 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 34,127 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IAA offers asset management services where they manage your investments based on your goals, time horizon, and risk tolerance. The annual advisory fee is a maximum of 2.00% of the market value of your account, including cash holdings. This fee may also include financial planning and consulting services. The advisory fee is negotiable. Fees are billed quarterly in advance.
Location
7100 West Camino Real, Suite 302-18, Boca Raton, FL, 33433
Get directionsHistory
Regulatory History (3)
Customer Dispute
February 2020Customer Dispute
July 2012Customer Dispute
March 2009Other Business ActivitiesSells Insurance
Robert operates Eberst Wealth Management as a DBA for his LPL business and is a registered investment advisor hybrid with Independent Advisors Alliance, spending about half his time providing advisory services. He also uses Capitas Financial and Financial Strategies Group, LLP to place life insurance and is a board member for Jimmy Johnsons National Billfish Championship.
Employment History
Current Registrations
Independent Advisor Alliance, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Independent Financial Partners
LPL Financial LLC
Mutual Service Corporation
Mutual Service CorporationBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Ci Investments, INC.Broker
A. G. Edwards & Sons, INC.Broker
Slavic Investment CorporationBroker
State Registrations38 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.