Bobbie Munroe
Bobbie Munroe is a CFP-designated registered investment advisor at Supporting Your Choices INC., based in Havana, FL, with 23 years of industry experience. Bobbie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 26 clients with $46M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Supporting Your Choices manages assets for clients who have an ongoing flat fee retainer agreement. The firm primarily invests in no-load mutual funds and exchange-traded funds (ETFs). Stocks and bonds may also be purchased. The firm does not receive any compensation from fund companies.
Contact
Bobbie Munroe
Location
Havana, FL
Get directionsHistory
Regulatory History (1)
Regulatory
July 2015Other Business Activities
Bobbie is the Secretary/Treasurer of RCM Farms, Inc, a licensed hunting preserve, since 1995. Bobbie is also a Director of the Richard C Munroe Foundation Inc, a 501(c)(3) organization, since 1993, dedicating minimal time to each role.
Employment History
Current Registrations
Supporting Your Choices INC.
Previous Registrations
H.D. Vest Investment Securities, INC.Broker
State Registrations3 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
Additional Information
We don't have any minimums for client assets or income. Not everyone's life can be summarized using only that information. We want to work with people who are willing to take a good look at where they are and where they want to go. Please visit the following site for additional information: www.fraserfin.com/about/prospectiveclients.shtml