Robert Alan Schreiber

Capital Markets Iq, LLC

21 Years of Experience

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate Planning

Capital Markets Iq, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

18 advisors

Number of Clients

827 clients

Average Client Portfolio

$545K average

Assets Under Management

$450.9M

Fee Structure

Minimum Investment:$100K

Minimum Annual Fee:$480

Location

Memphis, TN

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Capital Markets Iq, LLC

January 2013 - Present · 13 yrs 1 mo

Previous Registrations

Longhorn Capital Management, LLC

February 2012 - June 2012 · 4 mos

UBS Financial Services INC.

January 2004 - January 2013 · 9 yrs

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.