Advisor at Toyer Investment Advisors 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.
Firm
Toyer Investment Advisors LLC
Location
Arlington, WA
Credentials
Series 66
Industry experience
18 years
Robert Toyer is the principal of Toyer Investment Advisors LLC in Arlington, WA, with 18 years of industry experience. He holds a Series 66 designation and previously worked at Cetera Investment Advisers LLC and Cetera Financial Specialists LLC. Outside of financial advising, he serves as a city councilman for Arlington and operates affiliated businesses providing tax preparation and insurance services. Toyer Investment Advisors LLC serves individual clients, including high-net-worth individuals, offering financial planning, portfolio management, and investment consultation without minimum asset requirements. The firm employs a blend of fundamental and technical analysis to construct portfolios using ETFs, equities, and fixed-income securities, utilizing both passive and active strategies aligned with clients' objectives and risk tolerances.
Based on Toyer Investment Advisors LLC
$0 - $499,999: 1.25% $500,000 - $999,999: 1.00% $1,000,000 - $2,999,999: 0.75% $3,000,000+: 0.60%
$150 per hour, billed in 15-minute increments for financial planning services.
Arlington, WA
Washington
Toyer Investment Advisors LLC
2020 - Present (6 years)
All Square Mortgage
2018 - 2021 (3 years)
Toyer Insurance Group LLC
2012 - Present (14 years)
Toyer Tax LLC
2010 - Present (16 years)
Cetera
2008 - 2020 (12 years)
Cetera Financial Specialists LLC
2008 - 2020 (12 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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
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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