RS
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Robert Shoemaker
45 Years of Experience
Gettysburg, PA
5 Disclosures
Robert Shoemaker is a registered investment advisor at Robert William Shoemaker,iii, based in Gettysburg, PA, with 45 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 67 clients with $60M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
67 clients
Average Client Portfolio
$895K average
Assets Under Management
$60.0M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2M+ | 0.60% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Gettysburg, PA
Get directionsHistory
Regulatory History (5)
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Regulatory
May 2012Final
Regulatory
September 2006Final
Criminal
May 2006Final Disposition
Customer Dispute
March 1994Settled
Regulatory
July 1984Final
Employment History
Current Registrations
Robert William Shoemaker,iii
April 1994 - Present · 32 yrs 1 mo
Previous Registrations
Wingate Capital CorporationBroker
May 1986 - June 2006 · 20 yrs 1 mo
Summit CorporationBroker
April 1984 - May 1986 · 2 yrs 1 mo
Moors & Cabot, INC.Broker
December 1983 - May 1984 · 5 mos
U. S. Boston Capital CorporationBroker
December 1980 - December 1983 · 3 yrs
State Registrations3 states
CAMAPA
Advisor
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
No exam information available for this advisor.