Harvey Robinson is a CFA-designated registered investment advisor at Robinson Capital Group, based in Dayton, MD, with 5 years of industry experience. Harvey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $740K 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 $2.5M | 1.50% |
| $2.5M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees lower than the amount indicated above may be negotiated at the discretion of Robinson Capital Group, LLC. A flat fee is available to those clients where appropriate and at the sole discretion of Robinson Capital Group, LLC.
Fee Estimator
Location
Dayton, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Robinson Capital Group
Previous Registrations
Robinson Capital Group
State Registrations1 state
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