Robert Facio
Advisor at SageSpring Wealth Partners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at SageSpring Wealth Partners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Brentwood, TN 37027
Credentials
Series 63, Series 66
Industry experience
5 years
Robert Facio is a financial advisor at SageSpring Wealth Partners with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Raymond James Financial Services, Merrill, Bank of America, and JPMorgan Chase. His background also includes experience outside finance, such as employment with Lululemon USA Inc. and the St. Tammany Parish Public School System. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets and serving a diverse client base that includes high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm provides discretionary, goals-based portfolio management that incorporates asset allocation, ongoing monitoring, and rebalancing, employing various investment strategies and selecting third-party money managers as part of its integrated financial planning services.
Based on SageSpring Wealth Partners
Based on SageSpring Wealth Partners
Flat fees for financial planning and consulting range from $1,500 to $50,000; Retirement Plan Consulting flat fees range from $750 to $100,000; fee-based insurance advisory may include flat fees.
$0+: Up to 2.25% annually (maximum annual fee for investment management services, negotiable and may be flat or blended rate) $0+: Dynasty Platform Fees ranging from 0.02% (2 bps) to 0.20% (20 bps) annually depending on program $0+: Independent manager fees range from 0% to 1.50% annually for equity managers and 0% to 0.90% for fixed income managers
Certain Investment Adviser Representatives (IARs) are registered representatives of a broker-dealer and may receive commissions for securities sales.
Hourly fee for financial planning and consulting up to $500 per hour.
Minimum fee: Minimum account program fee ranges from $50 to $120 depending on the Dynasty program Fee-only: Financial planning and consulting fees charged on hourly basis up to $500/hour or flat fees ranging from $1,500 to $50,000, negotiable.
12 Cadillac Drive, Suite 100
Brentwood, TN 37027
Tennessee
Raymond James Financial Services, Inc.
2023 - Present (3 years)
SageSpring Wealth Partners
2023 - Present (3 years)
Bank of America N.A.
2023 - 2023 (1 year)
Merrill
2022 - 2023 (1 year)
JPMorgan Chase Bank, N.A.
2021 - 2022 (1 year)
J.P.Morgan Securities LLC
2018 - 2021 (3 years)
JPMorgan Chase Bank, N.A.
2018 - 2018 (1 year)
Lululemon USA Inc
2017 - 2017 (1 year)
The FRENCH QUARTERS GUEST APARTMENTS
2017 - 2018 (1 year)
Unemployed
2017 - 2017 (1 year)
St. Tammany Parish Public School System
2013 - 2017 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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