Robert Maher is a CFA-designated registered investment advisor at Virgil Wealth Advisory, based in Cincinnati, OH, with 4 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 8 clients with $770K 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 | 0.75% |
The annual fee is negotiable, pro-rated and paid in arrears on a quarterly basis. Ongoing Financial Planning fees are determined on a case-by-case basis depending on complexity, but are waived entirely for all clients with $50,000 or more in AUM.
Fee Estimator
Location
Cincinnati, OH
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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 the Head of Ventures at National Veterinary Associates, dedicating about half his time to finding innovative partnerships for the company.
Employment History
Current Registrations
Virgil Wealth Advisory
Previous Registrations
J.P. Morgan Institutional Investments INC.Broker
State Registrations2 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.