Robert Jeter
Robert Jeter is a CFP-designated registered investment advisor at Back Bay Financial Planning & Investments, based in Bethany Beach, DE, 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, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 86 clients with $110M 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 | 1.25% |
| $500K - $1.5M | 0.75% |
| $1.5M - $3.0M | 0.65% |
| $3M+ | 0.50% |
Fees are negotiable. The above fee schedule also applies to fee-based insurance products.
Fee Estimator
Contact
Robert Jeter
Location
39682 Sunrise Court #303, Bethany Beach, DE, 19930
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 sells fixed insurance with various companies and works as a financial advisor under DBA Infocus Financial Advisors, dedicating nearly full-time hours to advisory services through Back Bay Financial Planning & Investments. He also teaches retirement planning courses and is a board member of an estate planning council.
Employment History
Current Registrations
Back Bay Financial Planning & Investments
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Cetera Advisors LLC
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations2 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.