Robert Netzly is a registered investment advisor at Inspire Investing, LLC, based in Meridian, ID, 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 Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 463 clients with $2.9B 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 $1000K | 1.90% |
| $1.0M - $10.0M | 1.65% |
| $10.0M - $50.0M | 1.40% |
| $50M+ | 1.15% |
Fees are generally negotiable and the maximum advisory fee is not to exceed 2.50% annually. The portfolio management fee is 0.65% and the advisory services fee is negotiable.
Fee Estimator
Location
3597 E Monarch Sky Ln, Suite 330, Meridian, ID, 83646
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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 serves as a board member for Monorail Securities, LLC, an investment advisory firm and technology company. He dedicates minimal time to assisting with marketing, PR, and strategic networking.
Employment History
Current Registrations
Inspire Investing, LLC
Previous Registrations
Creative Financial Designs, INC.
Cfd Investments, INC.Broker
Next Financial Group, INC.
Next Financial Group, INC.Broker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations1 state
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.