Robert Carroll is a registered investment advisor at Jackson, Grant Investment Advisers, INC., based in Stamford, CT, with 11 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 94 clients with $580M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Jackson, Grant Investment Advisers charges a fee based on the value of your portfolio. Here are some examples of annual rates for new clients:
- $5 million — 0.85%
- $10 million — 0.68%
- $15 million — 0.62%
- $20 million — 0.59%
- $25 million — 0.57%
- $30 million — 0.56%
Location
Two High Ridge Park, Stamford, CT, 06905
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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 owns Southern CT Drum Lessons, a drum lesson business he started in 2003. He spends a few hours per week on the business during non-trading hours, handling all aspects including website development, marketing, lesson planning, and teaching.
Employment History
Current Registrations
Jackson, Grant Investment Advisers, INC.
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.