Robert Perry is a registered investment advisor at Civitas Financial LLC, based in Stanford, KY. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Insurance Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Total annual fees range from 1.00% to 1.95% depending on the strategy selected, split between the third-party manager and Civitas Financial. Client Directed Accounts charge a flat $300 fee. A $15 quarterly technology fee also applies.
Fee Estimator
Location
132 Frontier Blvd, Suite 102, Stanford, KY, 40484
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Civitas Financial LLC
State Registrations1 state
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.
Exams
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