Robert Clippard
Robert Clippard is a registered investment advisor at Capitol Securities Management, INC., based in Tampa, FL, 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 3,745 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CSM charges a percentage of your portfolio each year for investment advisory advice. The maximum advisory fee is 2.0% per year. The fee is paid in advance, on a quarterly or monthly basis. The amount you pay will reduce any money you make on your investments. CSM also offers wrap fee programs where the fee includes investment advisory services and brokerage execution costs. The maximum wrap fee is 2.0% per year.
Location
601 South Harbour Island Blvd, Suite 109, Tampa, FL, 33602
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 involved in several outside business activities. He dedicates about three-quarters of his time to insurance sales as President of Retire Early Financial, about a quarter of his time to real estate sales and property management as an agent and manager for Charles Rutenburg Realty, minimal time to real estate sales and service of rental properties as an agent for Retire Early Properties, about 10-20% of his time managing rental properties as an agent for T-Clip Enterprises, and minimal time buying and holding titles of properties as an agent for Three K's of Tampa.
Employment History
Current Registrations
Capitol Securities Management, INC.
Capitol Securities Management, INC.Broker
Capitol Securities Management, INC.
Previous Registrations
Retire Early Financial, INC.
Capitol Securities Management, INC.
Capitol Securities Management, INC.Broker
Royal Alliance Associates, INC.Broker
United Securities Alliance, INC.
United Securities Alliance, INC.Broker
Retire Early Financial, INC.
Walnut Street Advisers INC
Walnut Street Securities, INC.Broker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations1 state
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.