Jeffrey Robinson is a CFP-designated registered investment advisor at Sanctuary Advisors, LLC, based in Springfield, MO, with 15 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 17,567 clients with $28B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sanctuary Advisors' fees for investment management are calculated as a percentage of the total market value of the assets managed by your investment advisor representative. The maximum fee is 2.75% of your portfolio. Fees are negotiated individually. Clients may participate in a wrap fee program, which includes management, brokerage, custodial fees, and other related costs.
Location
1650 S Enterprise, Suite A, Springfield, MO, 65804
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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.
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Jeffrey is a partner at Robinson and Company LLP, an accounting firm, since 2010. He dedicates more than full-time hours to this activity, with a significant portion spent on securities trading.
Employment History
Current Registrations
Sanctuary Advisors, LLC
Sanctuary Securities, INC.Broker
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.