Robert Marsh
Robert Marsh is a registered investment advisor at Premier Private Wealth Management, LLC, based in Palm Harbor, FL, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 700 clients with $130M 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 $300K | 1.50% |
| $300K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fee schedule may be based on cumulative household assets under management.
Fee Estimator
Location
1025 Ohio Avenue, Palm Harbor, FL, 34683
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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 →Other Business Activities
Robert is a board member of the Greater Palm Harbor Area Chamber of Commerce and the Palm Harbor UMC Board of Education, dedicating minimal time to each. He also owns 50% of Gulf Coast Advisors, a real estate holding company, requiring limited time.
Employment History
Current Registrations
Premier Private Wealth Management, LLC
Previous Registrations
Realta Investment Advisors, INC
Realta Equities, INC.Broker
Waddell & Reed
Waddell & ReedBroker
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.