Robert Michael Lester

20 Years of Experience

4 DisclosuresSells Insurance

Areas of Practice

Financial Planning & CoachingInvestment ManagementRetirement PlanningTax PlanningInsurance PlanningEstate PlanningHigh Net Worth

Talon Private Wealth, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

8 advisors

Number of Clients

257 clients

Average Client Portfolio

$381K average

Assets Under Management

$97.9M

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

Location

11974 Cr 101, Suite 103, The Villages, FL, 32162

Get directions

History

Regulatory History (4)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

July 2015

Closed-No Action

Customer Dispute

November 2008

Settled

Customer Dispute

November 2006

Withdrawn

Criminal

March 1992

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Robert is involved in several investment-related activities, including owning Epic Financial Group, Inc. where he sells insurance and annuity products, hosting the Guarding Your Nest Egg radio show, and managing Talon Private Wealth, LLC. He also owns a real estate holding company, is the vice-president of a condo association, and is a shareholder in multiple RIAs.