Mary Robbins
Mary Robbins is a registered investment advisor at Five Mile River Investment Management, LLC, based in Petaluma, CA, with 6 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 96 clients with $82M 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 | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable with an account inception amount of $20,000,000 or greater.
Fee Estimator
Location
Petaluma, CA
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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
Mary is the agent and sole member of Spalding Endurance LLC, which focuses on athletic coaching, sponsorships, and operating an equestrian vacation rental property. She dedicates minimal time to this business, primarily on nights and weekends.
Employment History
Current Registrations
Five Mile River Investment Management, LLC
Previous Registrations
Fifth Third Wealth Advisors LLC
Franklin Street Advisors INC.
J.P. Morgan Securities LLCBroker
Franklin Street Advisors INC.
State Registrations7 states
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