Robert Fillmore
Robert Fillmore is a registered investment advisor at Synergy Financial Partners, LLC, based in Denver, CO, with 48 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 497 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Synergy Financial Partners charges an annual fee for managing your investments, ranging from 0.50% to 1.25% of your portfolio's value. The exact percentage depends on the amount you invest, the complexity of the services, and the level of administration you request. Fees are billed quarterly in advance or monthly in arrears. The fee is negotiable.
Location
3773 Cherry Creek North Drive, Suite 780, Denver, CO, 80209
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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 an independent insurance producer since 2018, selling life and long-term care insurance. This activity is investment-related.
Employment History
Current Registrations
Synergy Financial Partners, LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Sii Investments, INC.
Sii Investments, INC.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
American General Financial Advisors, INC.Broker
American Capital Financial Services, INC.Broker
The Variable Annuity Marketing CompanyBroker
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.