Robert Almony is a registered investment advisor at Robert A. Almony, JR. LLC, based in Columbia, MO, with 14 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Robert A. Almony Jr., LLC provides investment advice based on the value of your portfolio. The hourly rate increases as your portfolio value increases:
- $100,000 or less: $99/hour
- $100,001 - $200,000: $150/hour
- $200,001 - $500,000: $180/hour
- $500,001 - $1,000,000: $240/hour
- Over $1,000,000: $300/hour
Location
Columbia, MO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert owns Robert A. Almony, Jr., LLC, a tax consulting business he's operated for over 40 years. He works full-time during tax season and about 10-20% of his time during the non-tax season preparing income tax returns and assisting clients with tax problems.
Employment History
Current Registrations
Robert A. Almony, JR. LLC
State Registrations1 state
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