Robert Alston is a registered investment advisor at Quadcap Wealth Management, LLC, based in Frisco, TX, with 17 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 532 clients with $1.1B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
532 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$1.1B
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Advisory fees are negotiable and can vary amongst clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
2600 Network Blvd, Suite 300, Frisco, TX, 75034
Get directionsHistory
Regulatory History (1)
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Civil Bond
July 1994Employment History
Current Registrations
Quadcap Wealth Management, LLC
October 2015 - Present · 10 yrs 6 mos
Previous Registrations
Advisors Asset Management, INC.
July 2005 - March 2010 · 4 yrs 8 mos
Chase Investment Services CORP.
July 2005 - July 2005 · 0 mos
Banc One Securities Corporation
September 2002 - July 2005 · 2 yrs 10 mos
State Registrations1 state
TX
Advisor
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
No exam information available for this advisor.