Robert Hallock is a registered investment advisor at Storms & Rowdon Financial Services, INC., based in Ormond Beach, FL. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 228 clients with $140M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $15.0M | 0.65% |
| $15M+ | 0.65% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
1230 U.S. Highway 1, Ste 5, Ormond Beach, FL, 32174
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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
Storms & Rowdon Financial Services, INC.
State Registrations1 state
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