Robin Shulman is a CFA-designated registered investment advisor at Cottonwood Asset Management LLC, based in Boca Raton, FL, with 13 years of industry experience. Robin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 37 clients with $16M 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 | 2.00% |
Maximum annual fee is 2.00%. Fees are negotiable and billed quarterly in advance.
Fee Estimator
Location
Boca Raton, FL
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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 →Employment History
Current Registrations
Cottonwood Asset Management LLC
Previous Registrations
Mbsc Securities CorporationBroker
Cutwater Asset ManagementBroker
Kinetics Funds Distributor LLCBroker
Kbd Securities, LLCBroker
Quasar Distributors, LLCBroker
Scudder Investor Services, INC.Broker
Deutsche Bank Securities INC.Broker
Icc Distributors, INC.Broker
Sei Investments Distribution CO.Broker
Pruco Securities CorporationBroker
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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