Robert Skinner
Robert Skinner is a ChFC-designated registered investment advisor at Prosperity Wealth Management, INC., based in Seattle, WA, with 42 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1,619 clients with $440M 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 $500K | 2.00% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.35% |
| $1M+ | 1.20% |
Fees are negotiable.
Fee Estimator
Location
Seattle, WA
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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 ActivitiesSells Insurance
Robert is a life insurance agent providing various life insurance products and LTC, dedicating minimal time to this activity. He is also an IAR with Prosperity Wealth Management and a volunteer for gun safety organizations.
Employment History
Current Registrations
Prosperity Wealth Management, INC.
Fortune Financial Services, INC.
Fortune Financial Services, INC.Broker
Previous Registrations
Prosperity Wealth Management, INC.
Usadvisors Wealth Management, LLC
Securities America, INC.Broker
Securities America Advisors, INC.
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Allstate Financial Services, LLCBroker
1st Global Advisors INC
1st Global Capital CORP.Broker
Nationwide Investment Services CorporationBroker
Equitable Distributors, INC.Broker
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
Value Line Securities, INC.Broker
Phoenix Equity Planning CorporationBroker
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.