Robert Lozano is a registered investment advisor at American Elite Advisory, based in Crowley, TX, with 6 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. Their firm serves 73 clients with $20M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
American Elite Advisory charges different fees depending on the investment platform used:
- Separately managed accounts: 2% annually (negotiable)
- AssetMark Trust Company: 1.10% annually (negotiable)
- American Funds: 1% annually (not negotiable)
- Jackson National Life Insurance Company (annuities): Up to 1.5% annually (negotiable)
Location
Crowley, TX
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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 ActivitiesSells Insurance
Robert works as a Customer Experience Specialist at Federal Express Corporation, dedicating nearly full-time hours. He is also an independent insurance agent, spending about half his time engaging clients in financial planning regarding life insurance, long-term care, and fixed annuities.
Employment History
Current Registrations
American Elite Advisory
Previous Registrations
Royal Fund Management, LLC
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.