Robert Pearl
Robert Pearl is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Atlanta, GA, with 13 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
2300 Windy Ridge Parkway, Suite 750, Atlanta, GA, 30339
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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 ActivitiesSells Insurance
Robert is an agent for life, disability, annuities, and LTC policies, dedicating about 10% of his time to this. He is also a board member for Oakland Mclaren Charitable Foundation, spending minimal time on it, and a co-founder and wealth advisor at G&P Financial, dedicating nearly full-time hours. Additionally, Robert owns Pearl Wealth Management as a sole proprietorship LLC for tax purposes, spending minimal time on it.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Advisory Services, LLC
Previous Registrations
Triad Advisors LLCBroker
Cetera Advisors LLCBroker
Sageview Advisory Group, LLC
Cetera Investment Advisers LLC
First Allied Securities, INC.Broker
First Allied Advisory Services, INC.
First Allied Securities, INC.
Cig Asset Management, INC.
Cig SecuritiesBroker
Edward Jones
Edward JonesBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations15 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.