Robert Scarborough
Robert Scarborough is a registered investment advisor at Spirepoint Private Client, LLC, based in Vero Beach, 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 Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 799 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SpirePoint's annual investment management fee, which includes financial planning, is based on the total value of your investments. The fee can be a fixed percentage, a fixed dollar amount, or a tiered schedule. The annual fee ranges up to 1.5%. Fees are assessed monthly, in advance, based on the value of your account at the end of the billing period. There may be a minimum annual fee.
Location
830 Azalea Lane, Vero Beach, FL, 32963
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2019Other Business Activities
Robert works as an independent contractor for Palm Beach Opera, acting in productions since 2001. This activity, which is not investment-related, takes minimal time outside of business hours.
Employment History
Current Registrations
Spirepoint Private Client, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations27 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.