Robert Dwyer is a CFP-designated registered investment advisor at Heritage Wealth Management, based in Houston, TX, 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. Their firm serves 218 clients with $360M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.75% |
Fees are negotiable. Subadvisor fees are an additional 0.22% annually, charged by Dimensional Fund Advisors, with a minimum annual fee as if there is $250,000 in account assets.
Fee Estimator
Location
4400 Post Oak Parkway, Suite 2510, Houston, TX, 77027
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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 the sole owner of Groaning Bear, LLC, a home-based rental real estate business, since 2020. He spends minimal time on this activity.
Employment History
Current Registrations
Heritage Wealth Management
Previous Registrations
Waterway Wealth Management, L.L.C.
Chase Investment Services CORP.
Wells Fargo Investments, LLC
State Registrations1 state
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