Jeffrey Robinson is a CFP, ChFC-designated registered investment advisor at Guidestone Advisors, based in Dallas, TX, with 28 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,885 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
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Assets Under Management
Fee Structure
GuideStone Advisors offers investment management services for an annual fee based on a percentage of your portfolio's average daily balance, up to a maximum of 1.0%. This fee is in addition to other fees, such as those charged by the funds in which you invest. GSA may also waive or negotiate this fee in certain instances.
GuideStone Wealth Management (GWM) fees range up to a maximum of 1.0% of your portfolio, with a minimum of $5,000. This fee is reduced by credits based on management and servicing fees paid to GuideStone affiliates.
GuideStone Managed Accounts (GMA) fees range up to a maximum of 0.50% of your portfolio, reduced by a credit based on management fees paid to GuideStone affiliates.
GuideStone Personal Advisory Services (GPAS) fees range up to a maximum of 1.00% of your portfolio, reduced by a credit based on management fees paid to GuideStone affiliates.
Location
5005 Lbj Freeway, Ste. 2200, Dallas, TX, 75244-6152
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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.
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Current Registrations
Guidestone Advisors
Guidestone Financial ServicesBroker
Previous Registrations
Guidestone Advisors
Pfpc Distributors, INC.Broker
USAA Investment Management Company
USAA Investment Management CompanyBroker
State Registrations51 states
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