Robert Lloyd
Robert Lloyd is a CFA-designated registered investment advisor at Lloyds Intrepid Wealth Management, based in The Woodlands, TX, with 19 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 38 clients with $61M 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 $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $4.0M | 0.99% |
| $4.0M - $6.0M | 0.90% |
| $6.0M - $8.0M | 0.80% |
| $8.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees are negotiable and paid monthly in arrears. Minimum household asset requirement is $500,000, which can be waived at the firm's discretion.
Fee Estimator
Location
1330 Lake Robbins Dr, Suite 560, The Woodlands, TX, 77380
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 →Employment History
Current Registrations
Lloyds Intrepid Wealth Management
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
A I M Distributors, INC.Broker
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.
Exams
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