Robert Morris is a registered investment advisor at Rwm Asset Management, LLC, based in New Bloomfield, PA, with 19 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 208 clients with $30M 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 $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $4.5M | 0.65% |
| $4.5M - $7.0M | 0.45% |
| $7.0M - $10.0M | 0.30% |
| $10M+ | 0.25% |
Advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Location
17 East Main Street, New Bloomfield, PA, 17068
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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 is a director at First National Bank of Newport since 1993. This activity is not investment-related.
Employment History
Current Registrations
Rwm Asset Management, LLC
State Registrations1 state
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