Robert Myrick is a CFP-designated registered investment advisor at Nwt Advisors, LLC, based in Duvall, WA, with 24 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 45 clients with $18M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees generally range from 0.50% to 2.00% and may be negotiated based on account size, investment strategy complexity, and scope of services.
Fee Estimator
Location
15315 1st Ave NE Ste 205B, Duvall, WA, 98019
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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 →Other Business Activities
Robert prepares income taxes, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Nwt Advisors, LLC
Previous Registrations
Monticello Investment Services, INC.
Mutual Service Corporation
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.