Robert Morrison
Robert Morrison is a registered investment advisor at Downing Street Wealth Management LLC, based in Greenwood Village, CO, with 15 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 153 clients with $160M 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 | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $8.0M | 0.80% |
| $8M+ | 0.70% |
Fees may be negotiable. The minimum annual fee including both investment management and ongoing planning is $2,500.
Fee Estimator
Contact
Robert Morrison
Location
6021 S. Syracuse Way, Suite 312, Greenwood Village, CO, 80111
Get directionsHistory
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 →Other Business Activities
Robert is a Certified Public Accountant and provides tax preparation services through Downing Street Tax Management. This investment-related activity takes about half of Robert's time.
Employment History
Current Registrations
Downing Street Wealth Management LLC
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.
Exams