Robert Warwick is a PFS-designated registered investment advisor at Captrust, based in Wilmington, NC, with 13 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, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 36,839 clients with $1100B 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 $500K | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Advisory fees are subject to negotiation based on multiple factors including clients with multiple accounts, size of the account, a prior or existing relationship, and a client’s particular needs or financial characteristics.
Fee Estimator
Location
5535 Currituck Drive, Suite 110, Wilmington, NC, 28403
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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 serves on the board of directors for three non-profit foundations and is the treasurer for two of them. He also owns RFW Consulting, LLC, a tax and CPA consulting business, dedicating about 10-20% of his time, and is the executor for the Hugh MacRae Estate.
Employment History
Current Registrations
Captrust
Previous Registrations
Fountain Financial Associates, INC.
Financial Network Investment Corporation
Coastal Investment Advisors INC
Financial Network Investment Corporation
State Registrations1 state
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