Robin Underwood is a CFA-designated registered investment advisor at Worth Advisors, based in Charlotte, NC, with 2 years of industry experience. Robin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 451 clients with $280M 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 will not exceed 2.0% annually, billed quarterly in advance. Fees are negotiable, and accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
2020 S. Tryon Street, Suite 2B, Charlotte, NC, 28203
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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
Robin is the President of Conservation Exchange, Ltd, facilitating the exchange of transferable South Carolina state tax credits. This activity requires a few hours per week.
Employment History
Current Registrations
Worth Advisors
State Registrations3 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.
Exams
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