Robert Maloy Jr.
Advisor at Patton Albertson Miller Group, LLC
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 Patton Albertson Miller Group, LLC
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
Macon, GA 31201
Credentials
CFP®
Industry experience
16 years
Robert Maloy is a CFP® professional with 16 years of industry experience. He has been with Patton Albertson Miller Group, LLC since 2015. Patton Albertson Miller Group, LLC is a fee-only wealth management and financial planning firm serving affluent individuals, families, pension plans, and charitable organizations. The firm employs a blend of fundamental and technical analysis alongside model-based allocations to create diversified portfolios, and it provides discretionary management with ongoing monitoring and annual reviews.
Based on Patton Albertson Miller Group, LLC
Based on Patton Albertson Miller Group, LLC
Financial planning fees generally range between $1,500 and $16,000 depending on complexity
$0 - $5,000,000: 1.00% annually $5,000,001 - $10,000,000: 0.75% annually $10,000,001+: 0.50% annually
Up to $250 per hour for financial planning services
Account minimum: $10,000,000 Minimum fee: Minimum annual fee is $10,000 per client Fee-only: Fee-only wealth management and financial planning services; no commissions received.
231 Riverside Dr, Suite 105
Macon, GA 31201
Georgia
Patton Albertson Miller Group, LLC
2015 - Present (11 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.
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.
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.
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