Robert Cannon is a CFP-designated registered investment advisor at Cannon Advisors, based in Charlotte, NC, with 23 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 230 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.90% |
Fees are generally negotiable. Accounts under $100,000 are charged an annual technology fee of $50. Family household accounts may be combined to reduce fee tiers.
Fee Estimator
Location
2108 South Boulevard, Suite 200, Charlotte, NC, 28203
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 is a licensed agent for life, long-term care, fixed annuity, and disability insurance sales, dedicating minimal time to this activity. He also manages a personal rental property and receives royalties from book sales through Cannon Advisors.
Employment History
Current Registrations
Cannon Advisors
Previous Registrations
Advisory Services Network
Regulus Financial Group, LLCBroker
Hd Vest Investment ServicesBroker
H.D. Vest Advisory Services, INC
Solamere Advisors
Capital Guardian, LLCBroker
Capital Guardian Wealth Management, LLC
Stanford Group Company
Stanford Group CompanyBroker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Wachovia Securities Financial Network, LLC
Wachovia Securities Financial Network, LLCBroker
New England SecuritiesBroker
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.
Exams
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