Robert Cooke is a registered investment advisor at Rjc Wealth Management, LLC, based in Bluffton, SC, with 13 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $21M 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 $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Location
Bluffton, SC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Robert is a partner and marketing director at Agility Advisor, LLC, focusing on portfolio management and 401k plans since 2012. This takes nearly full-time.
Employment History
Current Registrations
Rjc Wealth Management, LLC
State Registrations1 state
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