Robert Goggin is a registered investment advisor at Atticus Wealth Management, based in Palm Beach Gardens, FL, with 16 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 321 clients with $450M 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 | 1.50% |
| $500K - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees and the $500,000 account minimum may be reduced or discounted at Atticus Wealth Management's discretion.
Fee Estimator
Location
11380 Prosperity Farms Road, Suite 201, Palm Beach Gardens, FL, 33410
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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 →Employment History
Current Registrations
Atticus Wealth Management
Previous Registrations
Wealth Management Advisors, LLC
Peachtree Capital Tax and Advisory, LLC
Haven Capital
Solidus Wealth Mangement
State Registrations1 state
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