RH
CFP
RH
CFP

Robert Horton

16 Years of Experience
St. Louis, MO
Broker

Robert Horton is a CFP-designated registered investment advisor at Mariner, based in St. Louis, MO, with 16 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 11 more. Their firm serves 55,512 clients with $130B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
985 advisors
Number of Clients
55,512 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$125.4B

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $5.0M1.00%
$5.0M - $10.0M0.80%
$10M+0.60%

Fees are subject to negotiation. Subject to a minimum quarterly fee of $1,875. Certain alternative strategies and specialized accounts may incur separate strategy fees or third-party manager fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1401 S. Brentwood Blvd., Suite 300, St. Louis, MO, 63144

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Robert works as an Investment Advisor Representative and Registered Representative. Both roles take a full-time commitment during securities hours.

Employment History
Current Registrations
Msec, LLCBroker
May 2018 - Present · 8 yrs 5 mos
Mariner
May 2018 - Present · 8 yrs 5 mos
Previous Registrations
Cliftonlarsonallen Wealth Advisors, LLC
November 2016 - May 2018 · 1 yr 6 mos
Cliftonlarsonallen Wealth Advisors, LLCBroker
November 2016 - May 2018 · 1 yr 6 mos
Strategic Advisers, INC.
January 2013 - November 2016 · 3 yrs 10 mos
Fidelity Brokerage Services LLCBroker
August 2011 - November 2016 · 5 yrs 3 mos
Edward Jones
March 2010 - July 2011 · 1 yr 4 mos
Edward JonesBroker
February 2010 - July 2011 · 1 yr 5 mos
State Registrations2 states
KYMO
AdvisorBrokerBoth

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
No exam information available for this advisor.
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