RA
CFA
RA
CFA

Robert Arnold

14 Years of Experience
Miami, FL

Robert Arnold is a CFA-designated registered investment advisor at Grayton Beach Capital, LLC, based in Miami, FL, with 14 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1 clients with $27K in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
1 client
Average Client Portfolio
$27K average
Assets Under Management
$27K

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $5.0M0.75%
$5.0M - $10.0M0.50%
$10M+0.35%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1221 Brickell Ave, Suite 900, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Robert is a Planning and Zoning commissioner for Walton County, appointed to review commercial development projects. This requires minimal time outside of trading hours.

Employment History
Current Registrations
Grayton Beach Capital, LLC
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
Vt Distributors LLCBroker
July 2018 - September 2018 · 2 mos
Sg Americas Securities, LLCBroker
August 2014 - August 2016 · 2 yrs
Avm, L.P.Broker
March 2008 - May 2014 · 6 yrs 2 mos
Barclays Capital INC.Broker
November 2005 - March 2008 · 2 yrs 4 mos
State Registrations3 states
FLILTX
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.
Robert Arnold - Financial Advisor | TrueAdvisor