Robert Stone is a registered investment advisor at Bullseye Investment Management, LLC, based in Hurricane, WV, with 7 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,120 clients with $230M 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 $50K | 2.00% |
| $50K - $100K | 1.75% |
| $100K - $250K | 1.60% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.90% |
Fees are negotiable for accounts over $5,000,000. Accounts are also subject to a $150 minimum annual fee and a $4 per month technology fee.
Fee Estimator
Location
101 Carriage Way, Suite 202, Hurricane, WV, 25526
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 Activities
Robert works part-time as a staff pharmacist for Costco since 2013, filling medication prescriptions. This requires minimal time and does not occur during exchange trading hours.
Employment History
Current Registrations
Bullseye Investment Management, LLC
State Registrations1 state
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Exams
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