Robert Toyer
Robert Toyer is a registered investment advisor at Toyer Investment Advisors LLC, based in Arlington, WA, with 18 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 70 clients with $5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.60% |
Fees may be negotiated. The firm may aggregate accounts for the same individual or household to discount the asset-based fee.
Fee Estimator
Location
Arlington, WA
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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 ActivitiesSells Insurance
Robert is a tax preparer, bookkeeper, and president of Toyer Wealth Management LLC DBA Toyer Tax, dedicating full-time hours to tax preparation and accounting services. He also sells property and casualty insurance through Toyer Insurance Group, LLC, taking about a quarter of his time, and serves as a Marysville City Councilman, dedicating a few hours per week. Additionally, Robert works as a loan originator for All Square Mortgage, spending minimal time on this activity.
Employment History
Current Registrations
Toyer Investment Advisors LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations1 state
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.