Robert Brannan
Robert Brannan is a registered investment advisor at Uwharrie Investment Advisors, INC., based in Concord, NC, with 14 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 875 clients with $340M 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 $100K | 1.50% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $9.0M | 0.75% |
| $9M+ | 0.50% |
Fees are negotiable on a client-by-client basis. Minimum account size is generally $100,000.
Fee Estimator
Location
700 N. Church Street, Concord, NC, 28026
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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 an Executive Vice President at Uwharrie Bank since 2008, dedicating nearly full-time hours to this role. He also serves on the board and as Vice President-Investments for the Central North Carolina Council BSA, spending a few hours per week, and dedicates minimal time to the Ben Mynatt Childrens Foundation's annual golf fundraiser.
Employment History
Current Registrations
Uwharrie Investment Advisors, INC.
Private Client Services, LLCBroker
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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