Robert Morris is a registered investment advisor at Rwm Asset Management, LLC, based in New Bloomfield, PA, with 22 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 208 clients with $30M 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 $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $4.5M | 0.65% |
| $4.5M - $7.0M | 0.45% |
| $7.0M - $10.0M | 0.30% |
| $10M+ | 0.25% |
Advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Location
19 East Main St, Po Box 68, New Bloomfield, PA, 17068
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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 is an employee of Robert W Morris and Co., a certified public accounting firm. His duties include preparing tax returns, audits, and consulting with clients.
Employment History
Current Registrations
Rwm Asset Management, LLC
Previous Registrations
H.D. Vest Advisory Services, INC
State Registrations1 state
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