Robert Wrenn is a registered investment advisor at Midatlantic Capital Management, INC., based in Richmond, VA, with 20 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 172 clients with $480M 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 | 1.00% |
| $500K - $1.0M | 0.92% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.72% |
Fees may be negotiable based on client circumstances.
Fee Estimator
Location
11448 Robious Road, Richmond, VA, 23235
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Midatlantic Capital Management, INC.
State Registrations1 state
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