AdvisorOS Directory
Claim Profile
RB

Robert Lee Berner

GLOBAL LEISURE CAPITAL PARTNERS LLC·PALM BEACH, Florida
Unclaimed Profile
2054 VISTA PARKWAY, PALM BEACH, FL 33411CRD# 1198832Firm CRD# 161570
01

About

Robert Lee Berner is a registered financial advisor based in PALM BEACH, Florida, affiliated with GLOBAL LEISURE CAPITAL PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
GLOBAL LEISURE CAPITAL PARTNERS LLC
GLOBAL LEISURE CAPITAL PARTNERS LLC
AUM
$181M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at GLOBAL LEISURE CAPITAL PARTNERS LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1198832
Firm CRD# 161570
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PALM BEACH?

Browse all registered financial advisors in PALM BEACH, Florida or claim this profile if it's yours.

Browse PALM BEACH AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Robert Lee Berner offer?
Robert Lee Berner specializes in Retirement Planning. Contact their office in PALM BEACH, Florida for a consultation.
What are Robert Lee Berner's credentials?
Robert Lee Berner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Lee Berner located?
Robert Lee Berner is based in PALM BEACH, Florida, working with GLOBAL LEISURE CAPITAL PARTNERS LLC. Their office serves clients in the PALM BEACH metropolitan area and surrounding communities.
How does Robert Lee Berner charge for services?
Robert Lee Berner's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GLOBAL LEISURE CAPITAL PARTNERS LLC?
GLOBAL LEISURE CAPITAL PARTNERS LLC has approximately 11 employees and manages $181M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in PALM BEACH
Angel Sandstrom — MLV WEALTH LLCPatrice Mcnicoll — MLV WEALTH LLCHelena Martinez Cornell — BLUEGRASS CAPITAL PARTNERS LPScott A Sandstrom — MLV WEALTH LLCGregory Richard Greene — DUDLEY & SHANLEY, INC.
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile