Robert Berry is a registered investment advisor at Egi Financial, INC., based in Akron, OH, with 48 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 292 clients with $350M 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 $500K | 1.25% |
| $500K - $1.5M | 1.10% |
| $1.5M - $3.0M | 0.95% |
| $3M+ | 0.80% |
Money Management fees are negotiable dependent upon investment strategy and requirements, potential future asset additions and other relationship issues.
Fee Estimator
Location
50 S Main St, Suite 1210, Akron, OH, 44308
Get directionsHistory
Regulatory History (3)
Regulatory
March 2017Customer Dispute
May 2015Customer Dispute
March 1990Other Business Activities
Robert is involved with the Acacia Park Cemetery Endowment Fund and serves as Treasurer for the Lincoln Owner's Club. These activities are not investment-related.
Employment History
Current Registrations
Egi Financial, INC.
American Heritage Securities, INC.Broker
Previous Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Butler, Wick & CO., INC.
Butler, Wick & CO., INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
State Registrations2 states
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.