Robert Basile is a registered investment advisor at Basile Financial Group, INC., based in Palm Harbor, FL, with 20 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 works as a tax preparer and accountant at Basile CPA Firm, Inc. since 2021, preparing tax returns and performing accounting tasks for individuals and small businesses, taking about a quarter of his time.
Employment History
Current Registrations
Basile Financial Group, INC.
Previous Registrations
LPL Financial LLCBroker
Qa3 Financial CORP.Broker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
Linsco/private Ledger CORP.Broker
Charles Schwab & CO., INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
H.D. Vest Investment Securities, INC.Broker
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.