Robert Baschnagel is a CFP-designated registered investment advisor at Holcombe & Mcgrath, based in Asheville, NC, with 12 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, High Net Worth, Insurance Planning, and 3 more. Their firm serves 268 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Accounts under $500,000 are classified as Small Accounts and are subject to an asset-based fee plus hourly fees up to $280 per hour. Standard accounts of $500,000 or greater pay an asset-based fee only. Fees are negotiable.
Fee Estimator
Location
12A Bay Street, Asheville, NC, 28801
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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.
Learn about disclosures →Employment History
Current Registrations
Holcombe & Mcgrath
State Registrations3 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.
Exams
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