Robert Rasmussen is a PFS-designated registered investment advisor at Grow Rasmussen Consulting LLC, based in Boise, ID, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 115 clients with $59M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees are negotiable for accounts over $2,000,000.
Fee Estimator
Location
12550 W Explorer Drive, #275, Boise, ID, 83713
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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 Activities
Robert is a partner at Grow Rasmussen LLP, a full-service accounting firm, dedicating more than full-time hours. He is also a shareholder in Grow Rasmussen Management Inc., providing management services, and a partner in Alpine Real Estate LLP, both requiring minimal time.
Employment History
Current Registrations
Grow Rasmussen Consulting LLC
State Registrations2 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.
Exams
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