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Robert Lester

Talon LLC
20 Years of Experience
The Villages, FL
4 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Robert Lester is a registered investment advisor at Talon LLC, based in The Villages, FL, with 20 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, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,921 clients with $1.1B in assets under management.

Talon LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
1,921 clients
Average Client Portfolio
$552K average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum annual management fee is 2.00%, which is negotiable based on account size. Accounts can be aggregated to negotiate lower fees. Total fees including third-party platform fees will not exceed 2.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

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

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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Withdrawn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 ReportHow 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.

Employment History
Current Registrations
Talon LLC
April 2021 - Present · 5 yrs 6 mos
Brookstone Wealth Advisors, LLC
August 2015 - Present · 11 yrs 2 mos
Previous Registrations
Aag Capital, INCBroker
June 2024 - August 2025 · 1 yr 2 mos
World Equity Group, INC.Broker
July 2019 - April 2022 · 2 yrs 9 mos
Taylor Capital Management INC.Broker
May 2014 - August 2019 · 5 yrs 3 mos
The O.N. Equity Sales CompanyBroker
January 2012 - April 2014 · 2 yrs 3 mos
Ing Financial Partners, INC.Broker
October 2005 - January 2012 · 6 yrs 3 mos
State Registrations11 states
CACOFLIAMIMTNEOKPRTXVA
Advisor

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.

Exams
No exam information available for this advisor.
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