Robin Barber
Robin Barber is a registered investment advisor at Colton Groome Financial Advisors, LLC, based in Asheville, NC, with 2 years of industry experience. Robin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 8 more. Their firm serves 362 clients with $720M 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 | 0.99% |
| $1.0M - $2.5M | 0.87% |
| $2.5M - $5.0M | 0.76% |
| $5.0M - $7.5M | 0.56% |
| $7.5M - $10.0M | 0.46% |
| $10M+ | 0.31% |
Fees are individually negotiated. Cash management accounts may be billed at a flat annual fee of 0.50% or lower tiered rates. Third-party manager fees are added separately when applicable.
Fee Estimator
Location
1127-B Hendersonville Road, Asheville, NC, 28803
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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
Colton Groome Financial Advisors, LLC
State Registrations1 state
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
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