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Robert Souder

R Gregory Souder
27 Years of Experience
Grand Junction, CO
1 Disclosure
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Robert Souder is a registered investment advisor at R Gregory Souder, based in Grand Junction, CO, with 27 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. Their firm serves 20 clients with $3.9M in assets under management.

R Gregory Souder
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
20 clients
Average Client Portfolio
$195K average
Assets Under Management
$3.9M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Fees are generally negotiable. The firm uses the value of the account as of the last business day of the billing period.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Grand Junction, CO

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History

Regulatory History (1)
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Regulatory
January 2020
Final
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Employment History
Current Registrations
R Gregory Souder
January 1999 - Present · 27 yrs 9 mos
State Registrations1 state
CO
Advisor

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.
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