Robert Hagmaier
Robert Hagmaier is a registered investment advisor at Independent Financial Group, LLC, based in Oklahoma city, OK, with 45 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 26,635 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 2.00% |
| $5M+ | 2.00% |
Maximum advisor fee is shown; program fees (0.04% to 0.16%) and transaction charges may apply depending on the selected program. Fees are negotiable.
Fee Estimator
Location
Oklahoma city, OK
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 1996Other Business Activities
Robert is the 100% owner of Compass Capital Private Wealth Management, a DBA used for marketing purposes, offering investment advisory services. This takes nearly all of Robert's time.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Eplanning Advisors INC
Eplanning Securities, INC.Broker
Financial West Group
Financial West GroupBroker
Phillips & Company Securities INC.Broker
Piper Jaffray INC.Broker
Lehman Brothers INC.Broker
Kidder, Peabody & CO. IncorporatedBroker
Boettcher & Company, INC.Broker
Wedbush, Noble, Cooke, INCBroker
State Registrations6 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.