Robert Tankesley
Robert Tankesley is a CFP-designated registered investment advisor at Marmo Financial Group, LLC, based in Johnson City, TN, 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 Investment Management, Retirement Planning. Their firm serves 1,006 clients with $250M 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 $250K | 1.50% |
| $250K - $750K | 1.35% |
| $750K - $2.0M | 1.20% |
| $2.0M - $5.0M | 1.05% |
| $5M+ | 0.90% |
MFG may make exceptions to the fee schedule or negotiate special fee arrangements.
Fee Estimator
Location
801 Sunset Drive, Bldg A, Suite One, Johnson City, TN, 37604
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 a principal at Walden Mergers & Acquisitions, focusing on mergers and acquisitions for boutiques, dedicating about 10-20% of his time. Robert also sells insurance and annuity products, spending about a quarter of his time on this activity.
Employment History
Current Registrations
Marmo Financial Group, LLC
Previous Registrations
Unify Wealth
Unify Wealth
Private Wealth Counsel, LLC
Legacy Planning Services, LLC
State Registrations2 states
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