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Robert Skidmore

9 Years of Experience
Hurricane, WV
1 DisclosureBroker

Robert Skidmore is a registered investment advisor at Money Concepts Advisory Service, based in Hurricane, WV, with 9 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 17,032 clients with $4.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
395 advisors
Number of Clients
17,032 clients
Average Client Portfolio
$239K average
Assets Under Management
$4.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$250
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.30%
$1.0M - $3.0M1.00%
$3.0M - $5.0M0.90%
$5.0M - $10.0M0.75%
$10M+0.60%

Fees vary by program. Standard Guided Portfolio Solutions program typically charges 2.5% annually. Pension and MAP programs use tiered schedules ranging from 1.30% down to 0.60% annually.

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

65 Chase Drive, Hurricane, WV, 25526

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History

Regulatory History (1)
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Customer Dispute
August 2021
Denied
Other Business Activities

Robert is an elected County Commissioner for Putnam County Commission since 2013, overseeing the budget, dedicating about a quarter of his time. He also works as the Hurricane City Manager since 2020, managing employees and reviewing contracts, dedicating nearly full-time hours.

Employment History
Current Registrations
Money Concepts Advisory Service
May 2022 - Present · 4 yrs 5 mos
Money Concepts Capital CORPBroker
November 2016 - Present · 9 yrs 11 mos
State Registrations18 states
ALFLGAINKYMDMIMONCNVNYOHOKPASCTXVAWV
AdvisorBrokerBoth

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.
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