Robert Reamer is a CFP-designated registered investment advisor at Winthrop Wealth, based in Bellevue, WA, with 17 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,117 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Winthrop Wealth offers investment management services for an annual fee based on the value of your portfolio. The fee ranges from 0.30% to 2.00%, depending on the size and composition of your portfolio and the services provided. The fee includes financial planning as part of a wealth management engagement.
Location
10900 NE 4th St, Suite 2406, Bellevue, WA, 98004
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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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Robert is involved with Reamer Financial as a business entity for tax/investment purposes, dedicating about half of his time. He also spends about 10-20% of his time with Keel Financial Partners, LLC.
Employment History
Current Registrations
Winthrop Wealth
Previous Registrations
LPL Financial LLCBroker
Private Advisor Group, LLC
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LPL Financial LLCBroker
LPL Financial LLC
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
State Registrations2 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.