Robert Jones is a registered investment advisor at Captrust, based in Charlotte, NC, with 44 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 36,839 clients with $1100B 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 | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Advisory fees are subject to negotiation based on multiple factors including clients with multiple accounts, size of the account, a prior or existing relationship, and a client’s particular needs or financial characteristics.
Fee Estimator
Location
4201 Congress St. Ste 160, Charlotte, NC, 28209
Get directionsHistory
Regulatory History (5)
Customer Dispute
November 2010Customer Dispute
March 2010Employment Separation After Allegations
October 2009Customer Dispute
June 2009Customer Dispute
April 2000Other Business Activities
Robert is a managing member/partner of Blair/Jones Investment Group, LLC, a vehicle for private investments, since 1998. He spends minimal time reviewing performance, filing tax returns, and reading quarterly statements, and this activity is not client-related.
Employment History
Current Registrations
Captrust
Capfinancial Securities, LLC.Broker
Previous Registrations
Captrust Financial Advisors or "captrust"
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wachovia Securities, INC.
Wachovia Securities, INC.Broker
State Registrations7 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.