Robert Simon is a CFP-designated registered investment advisor at Waverly Advisors, LLC, based in Jacksonville, FL, with 17 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, Annuities, Business Owners, Charitable Giving, and 15 more. Their firm serves 13,689 clients with $30B 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 | 1.50% |
Fees range from 0.25% to 1.50% annually, applied as a flat or declining marginal rate. Certain equity and options strategies carry an additional 0.25% annual fee. Fees are negotiable.
Fee Estimator
Contact
Robert Simon
Location
5210 Belfort Rd, Suite 135, Jacksonville, FL, 32256
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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 →Employment History
Current Registrations
Waverly Advisors, LLC
Previous Registrations
River Capital Advisors, Lc
Wessel Investment Counsel, L.L.C.
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
Additional Information
Rob is passionate about financial planning and investments because of his parents, who included him in meetings with their financial advisors over the years. He figured out through these meeting that not all advisors had their clients best interests in mind. This is why he is passionate about being a financial fiduciary to his clients and the fee-only model. In his free time he enjoys spending time with friends and family including his wife Kim. He likes hiking, listening to vinyl records, watching classic and new movies, attending concerts, and traveling.
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