Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
495 clients
Average Client Portfolio
$248K average
Assets Under Management
$122.8M

Fee Structure

Financial Planning:Charged separately
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Location

4700 Millenia Boulevard, Sute 175, Orlando, FL, 32839

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Robert works as an international financial advisor for SJB Global SL, providing financial planning services. This investment-related activity takes about a quarter of his time, and accounts for 30% of his yearly compensation.

Employment History
Current Registrations
Blacktower Financial Management (US) LLC
April 2021 - Present · 4 yrs 10 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.