Robert Sokolowski
Robert Sokolowski is a CFP-designated registered investment advisor at Metis Wealth Management & Planning LLC, based in Bluffton, SC, 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 Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 465 clients with $110M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable, and similar clients could pay different fees. The fee for assets above $5,000,001 is negotiable.
Fee Estimator
Location
5 Red Cedar St, Suite 201, Bluffton, SC, 29910
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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 →Employment History
Current Registrations
Metis Wealth Management & Planning LLC
Previous Registrations
Westview Investment Advisors, LLC
State Registrations1 state
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