Forbes Robinson
Forbes Robinson is a registered investment advisor at Western Wealth Management LLC, based in Beaverton, OR, with 21 years of industry experience. Forbes operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,964 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WWM offers Comprehensive Portfolio Management where the maximum annual fee is 3.0% of the assets managed. Alternatively, a flat fee, not to exceed 2.5% of assets under management or a negotiated flat rate may be applied in certain circumstances. Fees are negotiable. WWM also offers LPL Financial Sponsored Advisory Programs with maximum fees ranging from 1.4% to 3.0%.
Location
12725 SW Millikan Way, Suite 300, Beaverton, OR, 97005
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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
Forbes operates Creekstone Financial Consulting as a DBA for his LPL business and provides investment advisory services through Financial Advocates Investment Management, spending nearly full-time on these activities. He also sells non-variable insurance, spends minimal time as a musician, owns a business entity for tax/investment purposes, and runs an online retail crafts business.
Employment History
Current Registrations
Western Wealth Management LLC
LPL Financial LLCBroker
Previous Registrations
Financial Advocates Investment Management
Waddell & Reed
Waddell & ReedBroker
First Investors CorporationBroker
State Registrations6 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.