Robert Glasgow is a CFP, ChFC-designated registered investment advisor at Providence Squared LLC, based in Ooltewah, TN, with 23 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 9 clients with $10M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.50% |
Fees over $3 million are negotiated or a flat fee.
Fee Estimator
Location
Ooltewah, TN
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2006Other Business Activities
Robert works as a personal or business consultant, which may include his investment advisory clients. This activity takes about a quarter of his time.
Employment History
Current Registrations
Providence Squared LLC
Previous Registrations
Guardian Wealth Management, INC.
Hhm Wealth Advisors, LLC
LPL Financial LLC
Rfg Advisory Group, LLC
Independent Financial Partners
LPL Financial LLC
Glasgow Capital Management LLC
Sterne Agee Investment Advisors, INC.
Sterne Agee & Leach, INC. Capital Management
Prudential Securities Incorporated
Merrill Lynch Pierce Fenner & Smith INC.
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.