Robert Kokol
Robert Kokol is a CFP-designated registered investment advisor at Atticus Wealth Management, based in New Braunfels, TX, with 22 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 321 clients with $450M 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 - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees and the $500,000 account minimum may be reduced or discounted at Atticus Wealth Management's discretion.
Fee Estimator
Location
New Braunfels, TX
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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 ActivitiesSells Insurance
Robert is an insurance agent and owner of Global Planning Solutions & Advisory LLC, selling non-variable life insurance products, long-term care, and disability insurance. This activity requires minimal time.
Employment History
Current Registrations
Atticus Wealth Management
Previous Registrations
Scf Investment Advisors, INC.
Scf Securities, INC.Broker
Global Financial Private Capital, LLC
G.F. Investment Services, LLCBroker
Divorce Financial Planning LLC
Lasalle St Securities, L.L.C.Broker
Platinum Wealth Partners, INC.
AXA Advisors, LLC
AXA Advisors, LLCBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Northern Trust Securities, INC
Northern Trust Securities, INC.Broker
Suntrust Securities, INC.Broker
Suntrust Securities, INC.
State Registrations1 state
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.