Robert Basile is a CFP-designated registered investment advisor at Basile Financial Group, INC., based in Palm Harbor, FL, with 38 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 27 clients with $5.1M 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 $1.5M | 2.00% |
| $1.5M+ | 1.60% |
The annual fee may be negotiable based upon certain criteria.
Fee Estimator
Location
Palm Harbor, 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 the treasurer of Red Hook Business Park, Inc., spending minimal time on this non-investment related activity. He also works as a CPA/bookkeeper/tax preparer for Business Financial Solutions, Inc. (about 10-20% of his time) and is president/CPA of Basile CPA Firm, Inc. (about 10-20% of his time). Additionally, Robert is a sole proprietor involved in real estate rental, dedicating minimal time.
Employment History
Current Registrations
Basile Financial Group, INC.
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
H.D. Vest Investment Securities, INC.Broker
State Registrations3 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.