Robert Williams
Robert Williams is a registered investment advisor at Advanced Asset Management Advisors, INC., based in Dublin, OH, 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 Investment Management, Retirement Planning. Their firm serves 336 clients with $740M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AAMA charges a percentage of your portfolio's value each year, up to 2%. The exact fee is negotiable. If you end your relationship with AAMA, any unearned fees will be refunded to you.
Location
4995 Bradenton Ave., Suite 210, Dublin, OH, 43017
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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.
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Current Registrations
Advanced Asset Management Advisors, INC.
State Registrations1 state
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