Robert Barley
Robert Barley is a registered investment advisor at Amplio Wealth Management, INC., based in Austin, TX, 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 Investment Management. Their firm serves 65 clients with $31M 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 | 2.75% |
| $500K - $1000K | 2.50% |
| $1.0M - $2.0M | 2.25% |
| $2.0M - $5.0M | 2.00% |
| $5M+ | 1.75% |
Fees are generally negotiable.
Fee Estimator
Location
1921 Lohmans Crossing, Suite 100, Austin, TX, 78734
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 has several business activities including insurance sales since 2004, mortgage/real estate services since 2017, investment advisory services through Amplio Wealth Management, Inc., and real estate rental since 2017. He spends about a quarter of his time on investment advisory services and minimal time on real estate rental.
Employment History
Current Registrations
Amplio Wealth Management, INC.
LPL Financial LLCBroker
Previous Registrations
Advisor Resource Council
LPL Financial LLC
Edward JonesBroker
State Registrations11 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.