Robert Kolb
Robert Kolb is a registered investment advisor at Kolb Wealth Management, LLC, based in Rocklin, CA, 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 Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.80% |
Fees are negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
4240 Rocklin Rd Ste 6, Rocklin, CA, 95677
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2002Other Business Activities
Robert is the CEO of Kolb Financial & Ins Services, spending minimal time on this role. He is also the owner and investment advisor representative (IAR) for Kolb Wealth Management, dedicating about half his time to this.
Employment History
Current Registrations
Kolb Wealth Management, LLC
Previous Registrations
Gradient Advisors, LLC
Corecap Investments, INC.Broker
Corecap Investments, INC.Broker
Securities Management & Research, INC.Broker
MML Investors Services, INC.Broker
Mutual of Omaha Investor Services, INC.Broker
State Registrations1 state
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.