Robert Gardner is a CFP-designated registered investment advisor at Matson Money, INC., based in Asheville, NC, with 9 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, Investment Management, Retirement Planning. Their firm serves 29,985 clients with $24B 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 $500K | 2.00% |
| $500K - $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fee schedule applies to the Private Account Asset Allocation Program. Fees are negotiable for accounts over $1 million. For the Matson Fund Platform and Frontier Adjusted Portfolio Program, referrers charge separate advisory fees up to 1.20% annually, and underlying funds charge up to 0.50%.
Fee Estimator
Location
82 Patton Ave, Suite 208, Asheville, NC, 28801
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 ActivitiesSells Insurance
Robert is a solicitor/co-advisor for Matson Money, an investment-related activity. He is also a licensed insurance agent operating as an independent contractor since 2011.
Employment History
Current Registrations
Matson Money, INC.
Previous Registrations
Edward Jones
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.
Exams
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