Robert Jetmundsen is a registered investment advisor at Worthscape, LLC, based in Atlanta, GA, with 16 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 28 clients with $88M 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 | 2.00% |
| $1.0M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.50% |
| $10.0M - $20.0M | 1.25% |
| $20.0M - $45.0M | 1.00% |
| $45M+ | 0.75% |
Worthscape may, at its discretion, make exceptions to the foregoing or negotiate special fee arrangements where Worthscape deems it appropriate under the circumstances. Minimum annual fees may apply.
Fee Estimator
Location
1184 14th Place Ne, Atlanta, GA, 30309
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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 Activities
Robert is involved in several businesses, including RAJ Holdings (real estate), Bobbo Aviation, Bobbo Publishing, Worthscape Ventures (private equity), Fat Joe's Cars, and Independence Yacht Management. He also serves on the board of L2C, Inc.
Employment History
Current Registrations
Worthscape, LLC
Previous Registrations
Morgan Keegan & Company, INC.
State Registrations4 states
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