Robert Roland is a CFP-designated registered investment advisor at Absher Wealth Management, LLC, based in Raleigh, NC, with 5 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Divorce Planning, Education Planning, and 8 more. Their firm serves 691 clients with $1.3B 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 $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.75% |
Fees may be based on cumulative household assets and are negotiable at the firm's discretion.
Fee Estimator
Location
3605 Glenwood Avenue, Suite 201, Raleigh, NC, 27612
Get directionsHistory
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 →Employment History
Current Registrations
Absher Wealth Management, LLC
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.
Exams
More Advisors
- Jonathan George, CFPAbsher Wealth Management, LLC
- Michael AbsherAbsher Wealth Management, LLC
- William Bost, CFAAbsher Wealth Management, LLC
- Stuart Strickland, CFPWells Fargo Advisors
- Draven Sneed, CFPLPL Financial LLC
- Michael Venter, CFAStrategic Advisers LLC