Robert Morrison
Robert Morrison is a CFP-designated registered investment advisor at Rock Creek Wealth Management, based in Hillsboro, OR, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
RCWM charges an annual fee based on the value of your portfolio, ranging from 0.25% to 1.50%. The specific rate is agreed upon in writing. Fees are paid quarterly in advance. The value of your accounts includes cash and cash equivalents. RCWM does not charge fees on assets held away. Additional deposits and withdrawals are added or subtracted, based on the prorated number of days until the quarter end, resulting in an adjustment to the advisory fee charged.
Location
1915 NE Stucki Avenue, Ste 308, Hillsboro, OR, 97006
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2016Other Business Activities
Robert operates Rock Creek Wealth Management as a DBA for his LPL business since 2015. He also provides investment advisory services through Cross Financial Advisors LLC, dedicating about half of his time to this activity since 2017.
Employment History
Current Registrations
Rock Creek Wealth Management
LPL Financial LLCBroker
Previous Registrations
Cross Financial Advisors
LPL Financial LLC
LPL Financial LLC
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations12 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.