RD
RD

Robert Dainard

18 Years of Experience
Bellevue, WA

Robert Dainard is a registered investment advisor at Hara Capital LLC, based in Bellevue, WA, with 18 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 35 clients with $170M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
35 clients
Average Client Portfolio
$4.8M average
Assets Under Management
$168.1M

Fee Structure

Minimum Investment:$5M
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable based on client specific factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

13555 SE 36th St, Ste 100, Bellevue, WA, 98006

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Hara Capital LLC
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Evergreen Capital Management LLC
August 2012 - April 2022 · 9 yrs 8 mos
TD Ameritrade, INC.
January 2009 - July 2012 · 3 yrs 6 mos
Amerivest Investment Management, LLC
January 2009 - July 2012 · 3 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2007 - January 2009 · 1 yr 10 mos
State Registrations1 state
WA
Advisor

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
No exam information available for this advisor.