Robert Robinson
Robert Robinson is a CFP-designated registered investment advisor at Confidant Financial Solutions, LLC, based in Johns Creek, GA, with 23 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 83 clients with $42M 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 $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
Johns Creek, GA
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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 owns Rancho Relaxo LLC, a real estate rental property, since 2012. He handles property management tasks and hires a CPA for tax returns.
Employment History
Current Registrations
Confidant Financial Solutions, LLC
Previous Registrations
Morgan Stanley
Citigroup Global Markets INC.
Morgan Stanley
State Registrations1 state
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