Robert Jones is a registered investment advisor at Investor Advisory Group, based in Charlotte, NC, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 184 clients with $170M 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 | 0.75% |
| $500K - $1.0M | 0.60% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.25% |
IAG may negotiate special fee arrangements where IAG deems it appropriate under the circumstances. In certain circumstances IAG may also negotiate a flat fee at our discretion for portfolio management services with certain clients.
Fee Estimator
Location
421 South Sharon Amity Road, Suite A, Charlotte, NC, 28211
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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 Activities
Robert sings in the Myers Park Presbyterian Church choir for compensation. This non-investment related activity takes about 10-20% of his time.
Employment History
Current Registrations
Investor Advisory Group
State Registrations1 state
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