Robert Maloy is a CFP-designated registered investment advisor at Patton Albertson Miller Group, LLC, based in Macon, GA, with 16 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, High Net Worth, Investment Management, and 2 more. Their firm serves 602 clients with $1.5B 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% |
| $10M+ | 0.50% |
Clients who joined the firm from ASA are billed at the rate they agreed to while clients of ASA. Fees may be negotiable.
Fee Estimator
Location
231 Riverside Dr, Suite 105, Macon, GA, 31201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Patton Albertson Miller Group, LLC
Previous Registrations
Patton Albertson Miller Group, LLC
Patton Albertson & Miller LLC
State Registrations1 state
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