Robert Parkinson
Robert Parkinson is a CFP-designated registered investment advisor at Cordingley & Parkinson Wealth Management, based in Rexburg, ID, with 38 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, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 464 clients with $230M 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 $1.0M | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Clients have the option to pay fees based on the tiered fee schedule or a single rate of up to 2% for all assets under management. Fees are negotiable.
Fee Estimator
Location
234 E 1st N, Rexburg, ID, 83440
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 Activities
Robert operates under the DBA Cordingley & Parkinson Wealth Management and is an IAR for Sand Creek Capital, LLC. He is also a managing partner at Educational Management Systems, LLC, owns Parkinson Wealth Management, LLC and RGP Holdings, LLC for tax/investment purposes, and spends a few hours per week on real estate rental activities through RGP Holdings, LLC.
Employment History
Current Registrations
Cordingley & Parkinson Wealth Management
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Derand/pennington/bass, INC.Broker
State Registrations10 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.