Robert Johnston
Robert Johnston is a registered investment advisor at Antonetti Capital Management, LLC, based in St. Petersburg, FL, with 26 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 141 clients with $130M 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 - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Rates shown are for the Discretionary Global Total Return strategy. The firm also offers a Fixed Income Only strategy with rates from 0.50% down to 0.20%, and a Customized strategy at a flat 1.00%. Fees are not blended and apply to the entire account value. Family account values may be combined. Fees are negotiable.
Fee Estimator
Location
721 First Avenue North, St. Petersburg, FL, 33701
Get directionsHistory
Regulatory History (2)
Judgment / Lien
March 2015Customer Dispute
January 2003Employment History
Current Registrations
Antonetti Capital Management, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Morgan Stanley
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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