Robert Vickers is a ChFC-designated registered investment advisor at Capital Advisors Wealth Management, based in Yakima, WA, with 31 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 1,051 clients with $1.1B 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 | 1.25% |
Maximum annual fee is 1.25%. Fees are negotiable. In rare cases, a flat dollar amount fee may be agreed upon, not to exceed 1.25% of assets under management. Fees for third-party money managers are separate and in addition to Capital Advisors Wealth Management's advisory fees.
Fee Estimator
Location
1104 North 35th Avenue, Yakima, WA, 98902
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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 operates Robert A. Vickers Financial Services, PLLC, established in 2014, for tax and investment purposes. This activity requires minimal time each month during trading.
Employment History
Current Registrations
Capital Advisors Wealth Management
Previous Registrations
Financial Management, INC.
LPL Financial LLC
LPL Financial LLCBroker
MML Investors Services, INC.Broker
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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