Robert Geary
Robert Geary is a registered investment advisor at Rmdr Advisors, INC., based in San Antonio, TX, with 46 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, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 197 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RMDR Advisors manages investment accounts for a fee based on a percentage of the value of your investments. The exact fee is negotiated with each client and will not exceed 1.0% annually. Fees are charged quarterly in arrears. Clients whose investment advisory agreements with Mr. Zabriskie were assigned to RMDR will continue to be charged fees quarterly in advance as provided in their agreements. Fees may be lower for clients participating in higher education retirement system plans.
Location
San Antonio, TX
Get directionsHistory
Regulatory History (2)
Regulatory
May 1997Regulatory
July 1988Other Business ActivitiesSells Insurance
Robert is a licensed insurance agent.
Employment History
Current Registrations
Rmdr Advisors, INC.
Previous Registrations
Lincoln InvestmentBroker
Great American Advisors, INC.Broker
Huckin Financial Group, INC.Broker
Pmg Securities CorporationBroker
Benefitscorp Equities, INC.Broker
The Great-West Life Assurance CompanyBroker
Rte Asset Management
Investors Brokerage Services, INC.Broker
T.L. Hill Securities, INC.Broker
Prudential-Bache Securities INC.Broker
Southwestern EquitiesBroker
H. C. Copeland and Associates Equities, INC.Broker
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.