Robert Liggero
Robert Liggero is a CFP-designated registered investment advisor at Financial Prescriptions, LLC, based in Atlantic Beach, FL, with 21 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 15 clients with $13M 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 $700K | 0.70% |
| $700K+ | 0.00% |
The firm receives an annual fee of 0.70% on the first $700,000 of assets under management. The fee is capped at $4,900 annually.
Fee Estimator
Location
Atlantic Beach, FL
Get directionsHistory
Regulatory History (2)
Investigation
August 2014Regulatory
April 2013Other Business Activities
Robert works as a physician assistant in a pediatric ICU, dedicating about half his time to this role.
Employment History
Current Registrations
Financial Prescriptions, LLC
Previous Registrations
Independent Financial Partners
LPL Financial LLCBroker
Bull & Bear Capital Advisors, LLC
Bull & Bear Brokerage Services, INC.Broker
State Registrations2 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.