Eric Robbins is a CFA, CFP-designated registered investment advisor at Robbins Wealth Management, based in Summerville, SC, with 23 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 139 clients with $240M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3M+ | 0.60% |
Minimum annual fee of $3,000 applies. Legacy clients may operate under different fee schedules. Fees are negotiable only on rare occasions.
Fee Estimator
Location
Summerville, SC
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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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Eric is an associate teaching professor at Pennsylvania State University since 2019, a full-time commitment. He is also an author for Kaplan Schweser and Business Expert Press, both part-time activities.
Employment History
Current Registrations
Robbins Wealth Management
State Registrations3 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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