Robert Underhill is a registered investment advisor at Robert A. Underhill P.C., based in Seattle, WA, with 23 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 29 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Robert A. Underhill P.C. does not directly manage your investments. Instead, they connect you with third-party investment advisors. The fees you pay are determined by the third-party advisor you choose, based on the size and complexity of your portfolio and the services they provide. Robert A. Underhill P.C. receives a portion of the fee you pay to the third-party advisor, typically 26-28% of the total investment advisory fee. This portion is not negotiable by you.
Location
601 Union Street, Suite 4242, Seattle, WA, 98101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Robert A. Underhill P.C.
State Registrations1 state
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