Robin Robertson
Robin Robertson is a registered investment advisor at Pacific Peak Advisors, LLC, based in Ketchum, ID, with 40 years of industry experience. Robin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 171 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pacific Peak Advisors charges an annual fee for investment management services based on a percentage of the value of your portfolio. The fee is calculated at the end of each calendar quarter, taking into account any cash flows.
The annual fee schedule is as follows:
- For Children GC 00 $50,000: 0.00%
- $0.00 to $2,000,000: 1.00%
- $2,000,001 to $5,000,000: 0.80%
- $5,000,001 to $10,000,000: 0.70%
- $10,000,001 to $20,000,000: 0.60%
- $20,000,001+: 0.50%
- Nuveen SMA Managed $10,000,000+: 0.20%
- Nuveen SMA Laddered ALL: 0.25%
- $350,000 to $10,000,000: 0.30%
Pacific Peak may waive or reduce advisory fees for certain clients at their discretion.
Location
120 N Second Avenue, Suite 108, Ketchum, ID, 83340
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
Robin owns RJR Insurance And Financial Services, LLC, where she sells life and health insurance, dedicating a few hours per week. She also works full-time as an investment advisor representative/principal/compliance officer at Pacific Peak Advisors and spends a few hours per week as an IAR Rep at TLG Advisors, Inc.
Employment History
Current Registrations
Pacific Peak Advisors, LLC
The Leaders Group, INC.
The Leaders Group, INC.Broker
Previous Registrations
Tlg Advisors, INC.
Securian Financial Services, INC.
Slgg Financial and Insurance Services, LLCBroker
Securian Financial Services, INC.Broker
MML Investors Services, INC.Broker
Massachusetts Mutual Life Insurance CompanyBroker
Crescent Securities CorporationBroker
State Registrations9 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.