RF
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Robert Fremont
24 Years of Experience
Ponte Vedra, FL
1 Disclosure
Robert Fremont is a registered investment advisor at Intellicapital Advisors LLC, based in Ponte Vedra, FL, with 24 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 79 clients with $120M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
79 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$118.9M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.12% |
| $1.0M - $2.0M | 0.97% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.69% |
| $5M+ | 0.62% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
4210 Valley Ridge Blvd #130, 141, 142, Ponte Vedra, FL, 32081
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
November 2021Employment History
Current Registrations
Intellicapital Advisors LLC
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Principal Securities, INC.
August 2022 - January 2023 · 5 mos
Principal Securities, INC.Broker
July 2022 - January 2023 · 6 mos
Fidelity Personal and Workplace Advisors
July 2018 - December 2021 · 3 yrs 5 mos
Strategic Advisers LLC
February 2006 - July 2018 · 12 yrs 5 mos
Fidelity Brokerage Services LLCBroker
January 2001 - December 2021 · 20 yrs 11 mos
State Registrations1 state
FL
Advisor
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
No exam information available for this advisor.