Robert Ladyman is a CFA-designated registered investment advisor at Equity Investment CORP, based in Atlanta, GA, with 8 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Socially Responsible Investing. Their firm serves 6,761 clients with $3.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Management fees range from 0.30% to 1.00% per year based on account size, type, and servicing needs. Fees are negotiable.
Fee Estimator
Location
1776 Peachtree Street Nw, Suite 600S, Atlanta, GA, 30309
Get directionsHistory
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 Activities
Robert is a director at Ladyman Asset Management, his father's investment management company, since 2014. He has no discretion or input in the investment process and dedicates minimal time to this unpaid position.
Employment History
Current Registrations
Equity Investment CORP
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.
Exams
More Advisors
- Mitchell Gentry, CFAEquity Investment CORP
- Thomas Knapp, CFAEquity Investment CORP
- William Bruner, CFAEquity Investment CORP
- Richard Irrgang, CFAEquity Investment CORP
- Ian Zabor, CFAEquity Investment CORP
- Lauren Baccari, CFPHb Wealth