Robert Hayes
Robert Hayes is a registered investment advisor at Silver Oak Securities, INC., based in Webster, NY, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 8,671 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Silver Oak Securities offers investment management through its Compass and AdvisorFX programs. The advisor fee is negotiable, with a maximum of 2% of assets. In addition to the advisor fee, there is a platform fee that includes a flat $45 per year and an asset-based fee between 0.08% and 0.15% for Compass accounts, and 0.20% for AdvisorFX accounts. Fees are billed quarterly or monthly, either in arrears or in advance. The platform fee covers access to account data, performance reporting, and other services.
Location
1630 Empire Blvd., Suite 100, Webster, NY, 14580
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Regulatory History (1)
Employment Separation After Allegations
April 2012Other Business ActivitiesSells Insurance
Robert is an investment advisory representative at Bright Futures Wealth Management and an insurance agent selling various insurance products, including life, health, disability, fixed annuities, and long-term care. He also works as a sports official and is the Mayor of Avon, NY.
Employment History
Current Registrations
Silver Oak Securities, IncorporatedBroker
Bright Futures Wealth Management, LLC
Previous Registrations
Cetera Advisors LLCBroker
Novem Group
American Portfolios Financial Services, INC.Broker
Cetera Advisors LLC
Multi-Financial Securities Corporation
Cetera Advisors LLCBroker
Edward Jones
Edward JonesBroker
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.