TrueAdvisor
TrueAdvisor
RH
CFP
RH
CFP

Robert Hermann

Raymond James Financial Services Advisors, INC
24 Years of Experience
Bedford, NH
Broker
View SEC Summary
View SEC Summary

Robert Hermann is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bedford, NH, with 24 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

176 Route 101 Unit B-2, Bedford, NH, 03110

Get directions

History

Regulatory History
Clean regulatory record

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 an associate/employee at Paquette and Shaw Financial Services LLC, offering financial planning and investment help to clients since May 2023. This takes about half of Robert's time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
May 2023 - Present · 3 yrs 5 mos
Raymond James Financial Services, INC.Broker
May 2023 - Present · 3 yrs 5 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - January 2022 · 3 yrs 6 mos
Strategic Advisers LLC
October 2008 - July 2018 · 9 yrs 9 mos
Fidelity Brokerage Services LLCBroker
September 2001 - January 2022 · 20 yrs 4 mos
Waddell & Reed, INC.Broker
February 2001 - August 2001 · 6 mos
State Registrations7 states
FLINMANCNHNYSC
AdvisorBrokerBoth

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
No exam information available for this advisor.
More Advisors
More financial advisors in Bedford, NH →All financial advisors in New Hampshire →