Robert Brown
Robert Brown is a registered investment advisor at Summit Global Investments, LLC, based in Chattanooga, TN, with 10 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 6,923 clients with $1.9B 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 $500K | 2.00% |
| $500K - $1.0M | 1.70% |
| $1M+ | 1.50% |
Fees may be lowered based on client's investment objectives, risk, and suitability, and how assets are allocated.
Fee Estimator
Location
1208 Pointe Centre Drive, Suite 209, Chattanooga, TN, 37421
Get directionsHistory
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 a partner in G2G Enterprises, LLC, and a financial advisor at Summit Global Investments, LLC. He is also an agent for non-variable insurance and a presenter for Power of Zero Seminars.
Employment History
Current Registrations
Summit Global Investments, LLC
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Verity Investments, INC.Broker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
T3 Trading Group, LLCBroker
State Registrations6 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.