Robert Amundson
Robert Amundson is a registered investment advisor at Coho Advisory Services, LLC, based in Anchorage, AK, with 6 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 5 more. Their firm serves 157 clients with $52M 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 $250K | 1.00% |
| $250K - $500K | 0.70% |
| $500K - $1.0M | 0.55% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $3.0M | 0.45% |
| $3M+ | 0.40% |
Fees are negotiable. If clients utilize third-party managers through AssetMark, additional fees up to 1.1% may apply, with total combined fees not exceeding 3% per year.
Fee Estimator
Location
3150 C Street, Suite 240, Anchorage, AK, 99503
Get directionsHistory
Regulatory History (2)
Financial
September 2019Financial
August 2019Employment History
Current Registrations
Coho Advisory Services, LLC
Previous Registrations
Coho Advisory Services, LLC
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Edward Jones
Edward JonesBroker
First Command Financial Planning, INC.Broker
First Command Advisory Services
First Command Advisory Services
First Command Financial Planning, INC.Broker
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.
Exams
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