Bobbie Bascombe is a registered investment advisor at Authentic Wealth Partners LLC, based in Culpeper, VA, with 22 years of industry experience. Bobbie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $4.0M | 0.60% |
| $4M+ | 0.50% |
Fees may be negotiable at the sole discretion of the advisor.
Fee Estimator
Location
201 Waters Place, Suite 106, Culpeper, VA, 22701
Get directionsHistory
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
Bobbie operates under the DBAs Investment Planning Solutions, LLC since 2011 and Authentic Wealth Partners, LLC since 2018. Bobbie dedicates full-time hours to Authentic Wealth Partners, LLC, which is an entity for her LPL business, focusing on financial and retirement planning and wealth management.
Employment History
Current Registrations
Authentic Wealth Partners LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Raymond James Financial Services, 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.
Exams
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