Robert Mcgregor is a registered investment advisor at Martin Capital Advisors, LLP, based in San Antonio, TX, with 1 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 84 clients with $180M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Management fees are negotiable.
Fee Estimator
Location
San Antonio, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Martin Capital Advisors, LLP
State Registrations1 state
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