Robert Cox
Robert Cox is a registered investment advisor at Centurion Wealth Management LLC, based in Duluth, GA, with 8 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
3675 Crestwood Pkwy, Suite 400, Duluth, GA, 30096
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 an insurance agent with Winchester Financial Planning, LLC since 2013, dedicating about half of his time to client interaction, marketing, and product recommendations. This activity is investment-related.
Employment History
Current Registrations
Centurion Wealth Management LLC
Previous Registrations
Gradient Advisors, LLC
Winchester Wealth 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.