Robert Takacs
Robert Takacs is a registered investment advisor at Unity Financial Planning Group LLC, based in Johns Creek, GA, 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, Retirement Planning, Tax Planning. Their firm serves 41 clients with $11M 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K+ | 1.50% |
Fees are negotiable. Tax-Inclusive Asset Management starts at 1% for the first $250,001 or more of assets under management.
Fee Estimator
Location
Johns Creek, GA
Get directionsHistory
Regulatory History (2)
Regulatory
October 2022Employment Separation After Allegations
December 2019Other Business Activities
Robert serves as treasurer of the Marine Corp Coordinating Council of Georgia (MCCCGA), a registered charitable organization, for approximately 7 years. His duties include depositing checks and reviewing distributions, requiring minimal time.
Employment History
Current Registrations
Unity Financial Planning Group LLC
Sb Advisory, LLC
Previous Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Morgan Stanley
Morgan StanleyBroker
Suntrust Robinson Humphrey, INC.
Suntrust Robinson Humphrey, INC.Broker
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
Db Alex. Brown LLCBroker
The Robinson-Humphrey Company, LLCBroker
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.