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Robert Robinson

6 Years of Experience
Myrtle Beach, SC
Broker

Robert Robinson is a registered investment advisor at Thrivent Investment Management INC., based in Myrtle Beach, SC, with 6 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, Education Planning, Estate Planning, Retirement Planning. Their firm serves 77,792 clients with $17B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3110 advisors
Number of Clients
77,792 clients
Average Client Portfolio
$225K average
Assets Under Management
$17.5B

Fee Structure

Minimum Investment:$25K

Thrivent Investment Management offers several managed account programs, each with different investment options and strategies. The fees for these programs are based on a percentage of the assets in your account and are negotiable. The specific fee will depend on the program you choose, the assets in your account, and the complexity of your financial situation. Some programs may also have additional fees for tax overlay services or private wealth consulting. The fees are deducted from your account quarterly.

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Location

168 Rock Moss Ct, Unit A, Myrtle Beach, SC, 29588

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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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Other Business Activities

Robert owns Carter's Coastal Photography, taking family pictures on the beach, and Robinson Coaching, a life coaching business. He also owns rental properties, dedicating minimal time to managing them.

Employment History
Current Registrations
Thrivent Investment Management INC.
December 2022 - Present · 3 yrs 5 mos
Thrivent Investment Management INC.
December 2022 - Present · 3 yrs 5 mos
Thrivent Investment Management INC.Broker
December 2022 - Present · 3 yrs 5 mos
Previous Registrations
Edward Jones
September 2019 - October 2022 · 3 yrs 1 mo
Edward JonesBroker
August 2019 - October 2022 · 3 yrs 2 mos
State Registrations14 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.
Robert Robinson - Financial Advisor | TrueAdvisor