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 Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 232 clients with $800M 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% |
Fees are negotiable at the discretion of Compton Wealth. American Funds and fixed annuities are charged 0.80%, American Funds 529 plans are charged 0.50%, and corporate cash accounts follow a separate schedule ranging from 0.20% to 0.50%.
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.
Exams
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