Robert Maloy is a CFP-designated registered investment advisor at Patton Albertson Miller Group, LLC, based in Macon, GA, 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, Business Owners, Charitable Giving, Divorce Planning, and 8 more. Their firm serves 627 clients with $1.7B 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 joining from acquired firms (such as Anthony Smith Advisors or Colony Capital) may be billed at grandfathered rates. Fees are negotiable based on relationship size, complexity, and other factors.
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.
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
Patton Albertson Miller Group, LLC
Previous Registrations
Patton Albertson Miller Group, LLC
Patton Albertson & Miller LLC
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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