Robert Cortes is a registered investment advisor at Allgen Financial Advisors, INC., based in Orlando, FL, 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 Estate Planning, Investment Management, Retirement Planning. Their firm serves 1,004 clients with $390M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.5M | 0.80% |
| $3.5M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Qualified Plan Management fees are non-negotiable: First $1,000,000: 0.50%, Next $1,000,000: 0.50%, Next $1,500,000: 0.50%, Next $1,500,000: 0.50%, Over $5,000,000: 0.50%. Account values greater than $250,000 are eligible for a free financial plan.
Fee Estimator
Location
100 W. Lucerne Circle, Suite 200, Orlando, FL, 32801
Get directionsHistory
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 Activities
Robert owns rental property since 2010. He dedicates minimal time to this activity.
Employment History
Current Registrations
Allgen Financial Advisors, INC.
Previous Registrations
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
LPL Financial LLC
LPL Financial LLCBroker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
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.