RR
RR

Robin Smith Roseman

27 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
300 clients
Average Client Portfolio
$12.6M average
Assets Under Management
$3.8B

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.75%
$3.0M - $5.0M0.50%
$5M+0.40%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Appling, GA

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Southstate Advisory, INC.
November 2017 - Present · 8 yrs 3 mos
Previous Registrations
Wells Fargo Advisors, LLC
August 2010 - December 2015 · 5 yrs 4 mos
Wells Fargo Advisors, LLC
February 2005 - July 2010 · 5 yrs 5 mos
Wells Fargo Advisors, LLCBroker
October 2000 - December 2015 · 15 yrs 2 mos
First Union Brokerage Services, INC.Broker
November 1996 - October 2000 · 3 yrs 11 mos
The Robinson-Humphrey Company INC.Broker
July 1996 - November 1996 · 4 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.