Robert Chastain is a registered investment advisor at Neptune Wealth, based in Cape Coral, FL, with 12 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 73 clients with $36M 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 $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees are for Comprehensive Financial Planning. Fees are negotiable for accounts over $5,000,001. Asset Management Only fees are: - $0 - $250,000: 0.80% - $250,001 - $500,000: 0.75% - $500,001 - $2,000,000: 0.70% - $2,000,001 - $3,000,000: 0.60% - $3,000,001 - $5,000,000: 0.50% - $5,000,001 and Above: Negotiable
Fee Estimator
Location
2026 SE 29th Lane, Cape Coral, FL, 33904
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2023Employment History
Current Registrations
Neptune Wealth
Previous Registrations
Annex Wealth Management, LLC
CUNA Brokerage Services, INC.
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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.