Robert Long is a CFA-designated registered investment advisor at Westbourne Investments, INC., based in Vero Beach, FL, with 1 years of industry experience. 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. Their firm serves 175 clients with $280M 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 $100K | 2.00% |
| $100K - $300K | 1.65% |
| $300K - $500K | 1.40% |
| $500K - $2.0M | 1.15% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.78% |
Rates shown are for equities. Fixed income is charged at 0.50% per year. Option trading fees are negotiable. Fees are negotiable on a client-by-client basis.
Fee Estimator
Location
Vero Beach, FL
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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 →Other Business Activities
Robert is a Managing Partner at GarMark Partners, a private debt investment fund, since 2013. He spends about a quarter of his time on this, primarily as an investment committee member.
Employment History
Current Registrations
Westbourne Investments, INC.
Previous Registrations
Westbourne Investments, INC.
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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