Robert Messer
Robert Messer is a CFP-designated registered investment advisor at Forefront Asset Management, LLC, based in Virginia Beach, VA, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 322 clients with $140M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4M+ | 0.60% |
Portfolio management fees are generally non-negotiable, but Forefront may make exceptions or negotiate special fee arrangements at its discretion.
Fee Estimator
Location
1209 Independence Boulevard, Suite 106, Virginia Beach, VA, 23455
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 →Other Business ActivitiesSells Insurance
Robert is the President and owner of Bayside Financial Group Inc. since 2012, dedicating minimal time. Since 2013, Robert has also been an agent with Raymond James Insurance Group, Inc., selling non-variable life insurance, which takes a few hours per week.
Employment History
Current Registrations
Forefront Asset Management, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Edward Jones
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.