Robert Recker is a registered investment advisor at Primerica Advisors, based in Tampa, FL, with 14 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 Investment Management, Retirement Planning. Their firm serves 67,816 clients with $16B 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 $250K | 1.74% |
| $250K - $500K | 1.71% |
| $500K - $1.0M | 1.52% |
| $1.0M - $3.0M | 1.38% |
| $3.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.85% |
Total maximum wrap fee schedule combining the maximum advisory fee, program fee, and assuming a maximum asset manager fee of 0.50%. The advisory fee component is negotiable.
Fee Estimator
Location
14497 N Dale Mabry Hwy, Ste 240-Gc, Tampa, FL, 33618
Get directionsHistory
Regulatory History (1)
Criminal
March 2006Other Business Activities
Robert sells investment-related products for companies affiliated with PFS Investments Inc. He may also receive non-investment related compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. Additionally, Robert is a partner/manager at The Recker Group LLC and owns a website buildout and rentals business, dedicating minimal time to each.
Employment History
Current Registrations
Primerica Advisors
PFS Investments INC.Broker
State Registrations18 states
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
More Advisors
- Robert CannPrimerica Advisors
- Isramil PichardoPrimerica Advisors
- Raymond ShadePrimerica Advisors
- Randall RuckmanPrimerica Advisors
- Gerald ReidPrimerica Advisors
- Todd BaslerPrimerica Advisors