Robert Johnson
Robert Johnson is a registered investment advisor at Cibc Private Wealth Advisors, INC., based in Austin, TX, with 21 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth. Their firm serves 10,045 clients with $61B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Schedule is for new accounts with equity and balanced portfolios. Minimum annual fee of $10,000. Fees may be negotiable. Other schedules exist for fixed income and cash portfolios.
Fee Estimator
Location
111 Congress Ave, Suite 1830, Austin, TX, 78701
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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 provides consulting services on financial service topics to various firms, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Cibc Private Wealth Advisors, INC.
Cibc World Markets CORP.
Cibc World Markets CORP.Broker
Previous Registrations
Realized Financial, INC.Broker
Wealthforge Securities, LLCBroker
Infinex Investments, INC.Broker
Voya Financial Advisors, INC.Broker
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Securities CorporationBroker
Conning Research & Consulting, INC.Broker
Hartford Equity Sales Company INC.Broker
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.