Robert Lester
Robert Lester is a registered investment advisor at Talon Private Wealth, 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 2,011 clients with $880M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Talon Private Wealth manages investment portfolios for a fee based on a percentage of the value of your portfolio. The maximum annual fee is 2.0%, which includes both Talon's fee and any fees charged by third-party model portfolio providers. This fee is negotiable, and you may be able to lower it by combining multiple accounts. The fee is calculated and charged monthly, at the end of the month. This fee does not include brokerage commissions or other transaction fees. The total annual investment advisory fee, including third-party fees, will not exceed 2.50%.
Location
11974 Cr 101, Suite 103, The Villages, FL, 32162
Get directionsHistory
Regulatory History (4)
Customer Dispute
July 2015Customer Dispute
November 2008Customer Dispute
November 2006Criminal
March 1992Other 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 Private Wealth, LLC
Brookstone Wealth Advisors, LLC
Previous Registrations
Aag Capital, INCBroker
World Equity Group, INC.Broker
Taylor Capital Management INC.Broker
The O.N. Equity Sales CompanyBroker
Ing Financial Partners, INC.Broker
State Registrations11 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.