Robert Foutty
Robert Foutty is a registered investment advisor at Packerland Brokerage Services, INC., based in Canton, OH, with 27 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, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 4,245 clients with $910M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Packerland offers several investment management options:
- Individual Portfolio Management: Fees are a percentage of your portfolio, up to a maximum of 2.5% per year.
- Co-Advisory Programs: You'll pay program fees in addition to Packerland's advisory fee (up to 2.5% of your assets). These fees cover the third-party money manager's investment advisory services, potentially as part of a bundled fee arrangement.
- Hilltop/Envestnet Programs: Most programs have a unified fee covering the platform, manager, and Packerland's advisory services. Some fees, like those for transactions executed away from Hilltop, are charged separately.
- Solicitor Program: You'll pay a management fee to the third-party money manager, which Packerland shares. You won't pay a separate fee to Packerland.
Location
3930 Fulton Dr Nw, Suite 209, Canton, OH, 44718
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 1997Other Business ActivitiesSells Insurance
Robert is the president and in sales at New Horizon Financial Group, appointed with various companies, since 1992. He sells life insurance, term life insurance, fixed annuities, and long-term care insurance, dedicating nearly full-time hours to this.
Employment History
Current Registrations
Packerland Brokerage Services, INC.
Packerland Brokerage Services, INC.Broker
Previous Registrations
Spc
Sammons Securities Company, LLCBroker
Oneamerica Securities, INC.Broker
Sammons Securities Company, LLCBroker
Walnut Street Securities, INC.Broker
Lifeusa Securities, INC.Broker
State Registrations2 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.