Angela Robinson
Angela Robinson is a CFA-designated registered investment advisor at Hms Investment Advisors, based in Nashville, TN, with 19 years of industry experience. Angela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 162 clients with $280M 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 $1.0M | 2.00% |
| $1.0M - $10.0M | 1.50% |
| $10.0M - $20.0M | 1.25% |
| $20M+ | 1.00% |
Fees are negotiable. There are separate fee schedules for equity/balanced accounts and fixed income only accounts. Fixed income only accounts: - **$0 to $5,000,000:** 1.50% per year - **$5,000,001 to $10,000,000:** 1.00% per year - **$10,000,001 to $20,000,000:** 0.75% per year - **Over $20,000,001:** 0.50% per year
Fee Estimator
Location
5130 Ashland City Hwy, Nashville, TN, 37218
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2009Employment History
Current Registrations
Hms Investment Advisors
Previous Registrations
Suntrust Investment Services, INC.
State Registrations1 state
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.