Robert Green
Robert Green is a registered investment advisor at Simplicity Wealth, based in The Woodlands, TX, with 12 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 5,619 clients with $3.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Simplicity Wealth's fees are based on a percentage of your assets under management, ranging from 0.10% to 2.00%. The specific fee depends on the services selected by your advisor. The fees cover investment management, research, monitoring, and other operational services. Additional fees may include model manager fees, custodial fees, and transaction fees. Simplicity Wealth also offers proprietary model portfolios.
Location
7 Thorn Berry Place, The Woodlands, TX, 77381
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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 is the President of RightWay Investments LLC and an insurance agent, focusing on insurance and annuity sales, dedicating about 10-20% of his time. He is also involved with Leveled Up Digital Marketing as President, dedicating about 10-20% of his time, and serves as a board member for Patterns of Evidence Foundation, a non-profit, spending minimal time.
Employment History
Current Registrations
Simplicity Wealth
Previous Registrations
Rightway Investments, PLLC
State Registrations1 state
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.