Robert Holbrook
Robert Holbrook is a registered investment advisor at Bob Holbrook Holdings LLC, based in Malta, NY, 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 68 clients with $10M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.65% |
The annual fee is negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
Malta, NY
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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 ActivitiesSells Insurance
Robert operates a retail store on eBay called Weekend Walleye Warrior, selling fishing equipment, dedicating a few hours per week. Robert is also an insurance agent since 2009, spending minimal time on insurance sales and service.
Employment History
Current Registrations
Bob Holbrook Holdings LLC
Previous Registrations
G. A. Repple & Company
G. A. Repple & CompanyBroker
Edward Jones
Edward JonesBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.