Robert Sparling is a CFA-designated registered investment advisor at Orcus Investment Advisors, LLC, based in Sarasota, FL. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.70% |
| $250K - $500K | 0.60% |
| $500K - $750K | 0.50% |
| $750K - $1000K | 0.40% |
| $1.0M - $1.5M | 0.35% |
| $1.5M - $2.0M | 0.30% |
| $2.0M - $3.0M | 0.25% |
| $3.0M - $5.0M | 0.20% |
| $5M+ | 0.15% |
The above rates are for the "Classic Series". The "Enhanced Series" rates are: $0 - $249,999: 1.15% $250,000 - $499,999: 1.05% $500,000 - $749,999: 0.95% $750,000 - $999,999: 0.85% $1,000,000 - $1,499,999: 0.80% $1,500,000 - $1,999,999: 0.75% $2,000,000 - $2,999,999: 0.70% $3,000,000 - $4,999,999: 0.65% $5,000,000 - Above: 0.60% Fees are negotiable and may be waived or discounted in certain circumstances.
Fee Estimator
Location
Sarasota, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Robert is the Principal and Senior Advisor at Orcus Capital Management, LLC, dedicating about half his time to non-fiduciary industry consulting. He also serves as the Volunteer Investment Committee Chair for MyMichigan Health, spending minimal time annually on this activity.
Employment History
Current Registrations
Orcus Investment Advisors, LLC
State Registrations2 states
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