Robert Lovas is a registered investment advisor at Gilder Partners for Growth, LLC, based in Raleigh, NC, with 18 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment 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 $50.0M | 0.30% |
| $50M+ | 0.30% |
The firm also offers portfolio advisory services for a fee of 0.30% on total assets under advisement. The Firm may negotiate a lower fee for client accounts subject to the performance-based fee.
Fee Estimator
Location
1 Glenwood Avenue, 5th Floor (WeWork), Raleigh, NC, 27603
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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.
Learn about disclosures →Other Business Activities
Robert is the President and Chief Operating Officer of Gilder Office for Growth, LLC, a family office, since 2016. This takes about half of his time, including time during trading hours, and involves overseeing operational and administrative functions.
Employment History
Current Registrations
Gilder Partners for Growth, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Banc of America Investment Services, INC.Broker
State Registrations1 state
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