John Robertson
John Robertson is a registered investment advisor at Colonial River Wealth Management LLC, based in Midlothian, VA, with 42 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 1,034 clients with $340M 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 $250K | 1.60% |
| $250K - $500K | 1.45% |
| $500K - $750K | 1.30% |
| $750K - $1.2M | 1.15% |
| $1.3M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.55% |
| $25M+ | 0.35% |
Fees may be negotiable. Colonial River Premiere Solutions Clients will be charged a fee ranging from .15% to 1.00% based on the level of service selected. The fees for this service are in addition to the investment advisory fees described above.
Fee Estimator
Location
340 Browns Hill Court, Midlothian, VA, 23114
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John sells non-variable insurance, dedicating 33% of his time to this activity. He also operates Colonial River Wealth Management LLC as a DBA for his LPL business and provides investment advisory services through Colonial River Investments, LLC, spending about a quarter of his time on the latter.
Employment History
Current Registrations
Colonial River Wealth Management LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
First Investors CorporationBroker
State Registrations10 states
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.