Robin Spencer is a registered investment advisor at Charles Schwab & CO., INC., based in Novi, MI, with 16 years of industry experience. Robin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
43251 Crescent Blvd, Novi, MI, 48375
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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
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Previous Registrations
TD Ameritrade, INC.Broker
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Hd Vest Investment ServicesBroker
H.D. Vest Advisory Services, INC
Comerica Securities
Comerica SecuritiesBroker
Morgan Stanley
Morgan StanleyBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Multi-Bank Securities, INC.Broker
State Registrations7 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.