Robin Marx is a CFA, CFP-designated registered investment advisor at Truist Advisory Services, INC., based in Atlanta, GA, with 6 years of industry experience. Robin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 124,359 clients with $68B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Truist Advisory Services (TAS) offers investment consulting services where fees are negotiable and can be a fixed dollar amount or a percentage of the client's assets. The fee is billed quarterly in arrears.
The AMC Advantage program charges an asset-based fee that includes client-related services, custodial, execution, and reporting services. This fee does not include portfolio management fees charged separately by the investment managers selected by the client. The Program Fees are negotiable and may differ from Client to Client. The Program Fee is billed quarterly in advance.
Location
303 Peachtree Street, Ne, 15th Floor, Atlanta, GA, 30308
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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.
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Robin co-owns a second home in Portugal intended for periodic rental. She has no duties related to this property, as the other co-owner manages the rental activities, and she spends minimal time on it.
Employment History
Current Registrations
Truist Advisory Services, INC.
Previous Registrations
Signaturefd, LLC
State Registrations1 state
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