Robert
Naber
Managed Asset Portfolios, LLC
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About this Advisor
Robert Naber is a financial advisor working out of Phoenix, Arizona who has 12 years of relevant experience. Naber works at Managed Asset Portfolios, LLC. Naber has gained experience at Managed Asset Portfolios, LLC and Midamerica Financial Services, Inc. Naber has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Arizona. Managed Asset Portfolios, LLC is a registered investment firm based out of Rochester, MI. It controls $1 billion in total assets between its 1,950 customer accounts, making it one of the larger firms in the country by assets under management. The firm serves 13 charitable organizations. Of its 1,950 client accounts, just 11% belong to high-net-worth clients who have at least $1 million in investable assets. Managed Asset Portfolios, LLC performs a diverse assortment of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, security rating services and other services. Fees charged by financial advisors vary depending on which services the firm provides the client. Fee types billed by Managed Asset Portfolios, LLC most likely include asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Managed Asset Portfolios, LLC Brokerage Details
$1,016,112,924
21
1,950
$521,084
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Security ratings or pricing services
- Other
Robert Naber Work History
Robert has been registered as a financial advisor for 12 years.*
Managed Asset Portfolios, LLC
Midamerica Financial Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Naber to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Managed Asset Portfolios, LLC
Rochester, MI
Rochester, MI
Rochester, MI
Rochester, MI
Rochester, MI
Rochester, MI
Rochester, MI
Chicago, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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