Robert Green is a registered investment advisor at Roan Capital Partners, based in Oak Ridge, TN, with 25 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, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 328 clients with $150M 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 $2.0M | 1.20% |
| $2M+ | 1.00% |
Fees are negotiable and calculated as a tiered fee based on predefined asset levels. The firm uses the highest percentage rate from each tier's disclosed range as the schedule baseline.
Fee Estimator
Location
675B Emory Valley Rd, Oak Ridge, TN, 37830
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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 is a CPA and president of Robert T. Green, CPA, PC, focusing on tax preparation and accounting, which takes nearly full-time. He also serves as executor and trustee for several estates and trusts, requiring minimal time.
Employment History
Current Registrations
Roan Capital Partners
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
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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