Robert Menzies
Robert Menzies is a registered investment advisor at Pembroke Asset Advisors, LLC, based in Henderson, NV, 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 168 clients with $53M 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% |
Fees are generally negotiable.
Fee Estimator
Location
Henderson, NV
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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 ActivitiesSells Insurance
Robert owns and manages Braeside Farms, dedicating minimal time to it. He is also a co-founder and enrolled agent at Pembroke Tax and Business Advisors, LLC, and an independent insurance agent at Pembroke Insurance Advisors, spending about a quarter of his time on each of these Pembroke businesses.
Employment History
Current Registrations
Pembroke Asset Advisors, LLC
Previous Registrations
Waddell & Reed
State Registrations5 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.