Robert Doll
Robert Doll is a CFA-designated registered investment advisor at Crossmark Wealth Management, LLC, based in Princeton, NJ, with 11 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 723 clients with $1.2B 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 | 1.00% |
Fees are negotiable and vary from relationship to relationship, but generally will not exceed 1% annually, assessed quarterly.
Fee Estimator
Location
5 Vaughn Drive, Suite 310, Princeton, NJ, 08540
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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
Robert serves on the boards of several non-profit organizations, including Alliance of Confessing Evangelicals, Cairn University, Gordon Conwell Theological Seminary, Kingdom Advisors, Lausanne Movement, New Canaan Society, Movement.org, Word of Life Fellowship, and Christianity Today. He also serves on committees for some of these organizations.
Employment History
Current Registrations
Crossmark Global Investments, INC.
Crossmark Wealth Management, LLC
Crossmark Distributors, INC.
Crossmark Distributors, INC.Broker
Previous Registrations
Nuveen Securities, LLCBroker
State Registrations2 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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