Advisor at Capitol Securities Management, Inc.
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Firm
Capitol Securities Management, Inc.
Location
Reston, VA 20190
Credentials
Series 63, Series 65
Industry experience
41 years
Robert Garone is a financial advisor with Capitol Securities Management, Inc. in Reston, VA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Capitol Securities since 2009. Capitol Securities Management serves individual, corporate, and charitable clients, providing brokerage and advisory services along with financial planning, pension consulting, insurance products, and educational seminars. The firm offers a range of investment management options, including separately managed accounts and access to various wrap fee programs and third-party money managers.
Based on Capitol Securities Management, Inc.
Based on Capitol Securities Management, Inc.
Fixed fees for single, one-time financial plans (amount depends on scope and expertise); pension consulting fees may be flat fees typically ranging from $1,000 to $125,000 per year; Portfolio Analysis and Review (PAR) fee is a one-time charge between 0.00% and 0.75%.
Commission-based variable annuities and brokerage services are offered through affiliated broker-dealer Capitol Securities Management, Inc.
Financial planning hourly fees generally range from $150 to $500 per hour; consulting fees generally range from $150 to $500 per hour
12100 Sunset Hills Road, Suite 100
Reston, VA 20190
Texas · Virginia
Capitol Securities
2009 - Present (17 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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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