Robert
Bard
The Sum
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About this Advisor
Robert Bard is a certified financial planner who works out of Spring, Texas with 1 year of relevant experience. Bard works at The Sum. Their career trajectory has included roles at Fidelity Investments and The Sum. Bard maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and is registered to work in Texas. The Sum is a financial advisory business that has its headquarters in Spring, TX. It manages $140 million in assets across its 369 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 369 client accounts, 78% are held by high-net-worth clients who have at least $1 million in assets. The Sum performs a few services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees typically depend on which services the firm provides the client. Fee types charged by The Sum most likely are comprised of some blend of hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Sum Brokerage Details
$140,306,671
4
369
$380,235
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Robert Bard Work History
Robert has been registered as a financial advisor for 1 years.*
The Sum
Fidelity Investments
Fidelity Investments
*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 Bard 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 The Sum
Spring, TX
Spring, TX
Spring, TX
Spring, TX
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
