Robert Mallernee is a CFA-designated registered investment advisor at Eton Advisors, based in Chapel Hill, NC, 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 Alternative Investments, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 143 clients with $1.9B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.65% |
| $25.0M - $50.0M | 0.55% |
| $50.0M - $75.0M | 0.45% |
| $75.0M - $100.0M | 0.40% |
| $100M+ | 0.35% |
All fee arrangements are negotiable at the firm's discretion. Relationship assets are aggregated for fee calculation, and charitable accounts receive the lowest rate in the relationship.
Fee Estimator
Location
301 W Barbee Chapel Road, Suite 303, Chapel Hill, NC, 27517
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2003Other Business Activities
Robert is the CEO of Eton Solutions, LP, a technology and services provider for family offices, since May 2015. He dedicates nearly full-time hours to normal management oversight, with most of those hours occurring during trading hours.
Employment History
Current Registrations
Eton Advisors
Previous Registrations
Eton Advisors, LP
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.
Exams
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