RB
RB
Robert Bosch
5 Years of Experience
2 DisclosuresBroker
Robert Bosch is a registered investment advisor at Mcdermott Investment Advisors, LLC, based in Naples, FL, with 5 years of industry experience. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 709 clients with $210M in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
709 clients
Average Client Portfolio
$298K average
Assets Under Management
$211.0M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable, especially for accounts over $2.5 million. Individual accounts established by several members of the same family/household may be aggregated and given a reduced rate.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
780 Fifth Avenue South, Suite 200, Naples, FL, 34102
Get directionsHistory
Regulatory History (2)
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Financial
March 2019Final
Criminal
July 2016Final Disposition
Employment History
Current Registrations
Mcdermott Investment Advisors, LLC
October 2020 - Present · 5 yrs 6 mos
Mcdermott Investment Services, LLCBroker
July 2020 - Present · 5 yrs 9 mos
State Registrations7 states
ARFLINNJNMPAVA
AdvisorBrokerBoth
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.