Robert Macrae is a registered investment advisor at Robinswood Financial, based in Kirkland, WA, with 8 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Gen X, Investment Management, Middle Income, and 2 more. Their firm serves 487 clients with $370M 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 $1.0M | 0.75% |
| $1.0M - $5.0M | 0.20% |
| $5M+ | 0.10% |
*Minimum annual management fee of $1,875 per household. Minimum account requirements may be negotiable.
Fee Estimator
Contact
Robert Macrae
Location
3425 Carillon Point, Building 3000, Kirkland, WA, 98033
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Robert owns Fortitude LLC, a holding company and business platform established in 2017. He operates full-time as a Registered Investment Advisor Representative for Robinswood Financial LLC through this entity.
Employment History
Current Registrations
Robinswood Financial
State Registrations1 state
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