Robert Shaw is a registered investment advisor at 7pw Wealth, LLC, based in Charlotte, NC, with 7 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 47 clients with $39M 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% |
| $5M+ | 0.75% |
Fees may be negotiable depending on account size and overall range of services requested.
Fee Estimator
Location
Charlotte, NC
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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 an officer, director, and shareholder of Halberd Limited, a software and technology solutions company, dedicating about a quarter of his time. He also serves on the boards of Duke Charlotte, Mecklenburg County Council (Boy Scouts of America), and the Rotary Club of Charlotte, spending a few hours per week on each.
Employment History
Current Registrations
7pw Wealth, LLC
Previous Registrations
Carolinas Wealth Consulting LLC
Carolinas Investment Consulting LLC
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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