Robert Rumley
Robert Rumley is a registered investment advisor at William Blair & Company L.L.C., based in Atlanta, GA, with 24 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 37,515 clients with $58B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
William Blair charges up to 2.00% annually on your portfolio, subject to negotiation. The fee is calculated quarterly based on the market value of your account. Certain assets, such as those invested in William Blair Funds or Blair Private Funds, may be excluded from the fee calculation. The fees can be directly debited from your account or invoiced.
Location
3060 Peachtree Rd Nw, Suite 900, Atlanta, GA, 30305
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2023Other Business Activities
Robert is a landlord through 1351 Eubanks LLC since 2015, dedicating minimal time. He also serves on the Creative Industries Advisory Board in Atlanta, spending minimal time after business hours.
Employment History
Current Registrations
William Blair & Company L.L.C.
William BlairBroker
William Blair
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations28 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.