Robert Lee
Robert Lee is a registered investment advisor at Nationwide Investment Advisors, LLC, based in Columbus, OH, 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 Investment Management, Retirement Planning. Their firm serves 270,365 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Nationwide Investment Advisors (NIA) offers investment management through ProAccount. Here's how the fees work:
- Nationwide Retirement Program: You'll be charged up to 1.00% of your account balance annually. This fee is taken out of your account quarterly.
- Nationwide Governmental and Institutional Plans: You'll be charged up to 0.65% of your account balance annually. This fee is also taken out of your account quarterly.
These fees are negotiable at the plan level. The fees are in addition to any other fees your retirement plan may charge.
Location
One Nationwide Plaza, 03-07-202, Columbus, OH, 43215
Get directionsHistory
Regulatory History (1)
Financial
September 2025Other Business Activities
Robert is a swim and dive coach at the YMCA of the Highland Lakes since October 2023, dedicating about 10-20% of his time to this activity. This activity is not investment-related.
Employment History
Current Registrations
Nationwide Investment Advisors, LLC
Nationwide Investment Services CorporationBroker
Previous Registrations
Proequities, INC.Broker
Pruco Securities, LLC.Broker
Nationwide Investment Services CorporationBroker
Nationwide Investment Services CorporationBroker
G & W Equity Sales, INC.Broker
State Registrations12 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.