Robert Trowbridge
Robert Trowbridge is a ChFC-designated registered investment advisor at Coppell Advisory Solutions LLC, based in Dallas, TX, with 43 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 9,336 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees are negotiable for portfolios over $2,500,000.
Fee Estimator
Location
9111 Cypress Waters Blvd Suite 140, Dallas, TX, 75019
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2014Other Business ActivitiesSells Insurance
Robert is a WV insurance agent offering sales of fixed insurance, including life and long-term care, since 1980, dedicating minimal time to this activity. He also wholly-owns Brightline Strategies LLC, which provides consulting in financial and tax planning services.
Employment History
Current Registrations
Coppell Advisory Solutions LLC
Previous Registrations
Elite Investment Team LLC
Adirondack Trading Group LLCBroker
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
National Planning CorporationBroker
Dominion Wealth Management, INC.
Main Street Securities, LLCBroker
Legacy Advisors, LLC
Cambridge Investment Research, INC.Broker
Washington Square Securities, INC.Broker
Cambridge Investment Research, INC.Broker
Financial Strategies Group, INC.
Sunamerica Securities, INC.Broker
Sun Investment Services CompanyBroker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.