Robert Smith
Robert Smith is a registered investment advisor at Rcs Wealth Management, based in Centennial, CO, with 11 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 99 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RCS Wealth Management offers investment management services for an annual fee based on the amount of your portfolio. The maximum annual fee is 1.85%. There is a minimum account size of $500,000, but RCS may waive this requirement. Fees are deducted from your account monthly.
Location
3989 E. Arapahoe Road, Suite 210, Centennial, CO, 80122
Get directionsHistory
Regulatory History (1)
Financial
December 2016Other Business ActivitiesSells Insurance
Robert is the President of Seniors Only of Colorado, an insurance agency specializing in life and annuity sales, since 2003. This takes about half of Robert's time, with minimal time spent during securities trading hours.
Employment History
Current Registrations
Rcs Wealth Management
Previous Registrations
Maripau Wealth Management LLC
Brookstone Capital Management LLC
Horter Investment Management, LLC
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.