Robert Shaw is a registered investment advisor at 7pw Wealth, LLC, based in Charlotte, NC, 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 Financial Planning & Coaching, Investment Management. Their firm serves 41 clients with $30M 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.
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
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