Robert Tremlett
Robert Tremlett is a CFP, ChFC-designated registered investment advisor at Paramount Associates Wealth Management, based in Greenwood Village, CO, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 168 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Paramount Associates charges a percentage of your portfolio each year for investment management services. The maximum annual advisory fee is 1.50%. There is a minimum annual fee of $500 for asset management only, and $1,000 for asset management and financial planning. Fees may vary based on the size of the account, complexity of the portfolio, or other reasons agreed upon.
Location
6400 S. Fiddlers Green Circle #1310, Greenwood Village, CO, 80111
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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.
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Robert works as a teacher at Kaplan University, dedicating about 10-20% of his time. He also works as an Investment Adviser Representative at Paramount Associates LLC, which is more than a full-time commitment.
Employment History
Current Registrations
Paramount Associates Wealth Management
Previous Registrations
Niagara International Capital LimitedBroker
Paramount Associates Wealth Management
Waddell & ReedBroker
Waddell & Reed
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Morgan Stanley & CO., IncorporatedBroker
Morgan Stanley Dw INC.Broker
Strong Investments, INC.Broker
State Registrations1 state
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.