Robert Schaff
Robert Schaff is a CFP-designated registered investment advisor at Ia Network, LLC, based in Charlotte, NC, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 253 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IA Network charges a fee based on the value of your investments. The fees will generally not exceed 2.5% annually, but may be higher depending on the complexity and time required. Fees are negotiable and can vary from client to client. These fees do not include brokerage or transaction costs.
Location
210 N Church St, Suite 1905, Charlotte, NC, 28202
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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 managing partner at IA Network, LLC DBA Uptown Partners Advisory, LLC, an RIA firm, and also at Aviemore Management, LLC. He also provides consulting services to advisory firms and advisors, sells insurance products through IAN Insurance, LLC, and is involved in various other activities including alumni relations, serving as a FINRA arbitrator, and running a backyard camping service.
Employment History
Current Registrations
Ia Network, LLC
Purshe Kaplan Sterling InvestmentsBroker
Purshe Kaplan Sterling Investments
Previous Registrations
Hilton Head Capital Partners, LLC
Odyssey Alliance Wealth Advisors, LLC
Niagara International Capital LimitedBroker
Great Lakes & Atlantic Wealth Management and Advisory Partners
LPL Financial LLC
LPL Financial LLCBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
LPL Financial LLC
LPL Financial LLCBroker
Uvest Financial Services Group, INC.Broker
Citigroup Global Markets INC.Broker
State Registrations14 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.