Linda Roberts
Linda Roberts is a registered investment advisor at Foundations Investment Advisors LLC, based in Palm Bay, FL, with 14 years of industry experience. Linda 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, Insurance Planning, and 3 more. Their firm serves 25,166 clients with $7.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
A $150 annual minimum management fee will be assessed on all accounts. All accounts will also be assessed a $50 annual administrative and technology fee (ATF) at the end of the January billing cycle. The fee schedule may not be the actual fee charged, but the maximum fee charged. Sub-Adviser fees are included in the fee schedule above.
Fee Estimator
Location
4951 Babcock St NE, Suite 2, Palm Bay, FL, 32905
Get directionsHistory
Regulatory History (1)
Regulatory
May 2013Other Business ActivitiesSells Insurance
Linda is a regional manager for Citizen Advisory, LLC, where she sells life insurance, health insurance, and annuities. She is also a licensed insurance agent and dedicates nearly full-time hours to these activities.
Employment History
Current Registrations
Foundations Investment Advisors LLC
Previous Registrations
Advisory Alpha, LLC
Planners Alliance
Alphastar Capital Management, 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.