Paul Roberts is a registered investment advisor at Rwm Capital, LLC, based in Sugar Land, TX, with 9 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,439 clients with $220M 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 | 1.90% |
The maximum annual advisory fee is 1.90% of assets under management, determined by the scope, complexity, amount of time, or expertise required. This fee includes compensation received by any sub-adviser.
Fee Estimator
Location
1600 Highway 6, Suite 340, Sugar Land, TX, 77478
Get directionsHistory
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
Paul is involved with multiple entities, including Robert Wealth Management of MS, LLC and Robert Wealth Management, LLC, both fixed annuities and life insurance agencies, and RWM Capital, LLC and Foundations Investment Advisors, LLC, both RIAs. He also resumed involvement with Brazmerica Properties, LLC, a real estate venture, dedicating minimal time to it.
Employment History
Current Registrations
Rwm Capital, LLC
Previous Registrations
Foundations Investment Advisors LLC
State Registrations4 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.
Exams
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