Robert Walker
Robert Walker is a registered investment advisor at Centaurus Financial, INC., based in Irvington, VA, with 21 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 38,049 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centaurus Financial's advisors manage client accounts through various programs, charging an annual fee based on the amount invested. Fees are negotiable and can be a flat percentage or tiered, where the rate decreases as the portfolio value increases. Additional charges may include transaction fees, custodial fees, and internal fund fees.
Maximum advisory fees:
- Alpha, Beta, ABJ, Omega, Delta: 2.25%
- AA & VL: 1.50%
- Adviser-Directed: 1.35%
- FlexUMA: 2.25%
Third-Party Money Managers (TPMMs) charge fees ranging from 1.00% to 3.00%.
Location
Irvington, VA
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2006Other Business ActivitiesSells Insurance
Robert is a managing partner at Wealth Planning Solutions, LLC, since 2008, focusing on sales and servicing of life, health, long-term care, and fixed annuity products, dedicating about a quarter of his time. He is also a general partner in Nanopharm, LLC, a pharmaceutical startup.
Employment History
Current Registrations
Centaurus Financial, INC.Broker
Centaurus Financial, INC.
Previous Registrations
Infinex Investments, INC.Broker
Infinex Investments, INC.
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Lincoln Financial Securities CorporationBroker
State Registrations4 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.