Robert Frailey is a registered investment advisor at Rwf Wealth Management LLC, based in Naples, FL, with 27 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 51 clients with $18M 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 | 0.60% |
RWF directs clients to SEI Private Trust Company, which charges an additional 0.50%, for a total fee of 1.10%. Fees are negotiable.
Fee Estimator
Location
5827 Cove Circle, Naples, FL, 34119
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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 works as a security guard at St Rafael, helping owners and guests enter the front gate. This takes about a quarter of his time and does not occur during securities trading hours.
Employment History
Current Registrations
Rwf Wealth Management LLC
Previous Registrations
Integra Capital Advisors
Platinum Wealth Partners
Capitalrock Investments, LLC
Purshe Kaplan Sterling InvestmentsBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Natcity Investments, INC.Broker
Natcity Investments, INC.
Colonial Asset Management INC
Colonial Brokerage, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
First Union Brokerage Services, INC.Broker
Raymond James & Associates, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.