Robert Fulton
Robert Fulton is a CFP-designated registered investment advisor at Compton Wealth Advisory Group, LLC, based in Virginia Beach, VA, with 22 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 231 clients with $720M 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 - $3.0M | 0.90% |
| $3.0M - $6.0M | 0.80% |
| $6.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fee schedule applies to accounts held at Charles Schwab. Annual investment advisory fee for account(s) held at American Funds and annuities held at Nationwide will be charged 0.80%. American Funds 529 Plan accounts will be charged 0.50%. Corporate cash accounts follow a separate tiered fee schedule.
Fee Estimator
Location
1 Columbus Center, 283 Constitution Drive, Suite 100, Virginia Beach, VA, 23462
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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 →Employment History
Current Registrations
Compton Wealth Advisory Group, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Toner Asset Management Group, INC.
Adviceperiod, LLC
Signature Family Wealth Advisors
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Suntrust Securities, INC.Broker
First Union Brokerage Services, INC.Broker
John Hancock Distributors, INC.Broker
State Registrations2 states
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.