Robert Bennett is a registered investment advisor at Charles Schwab & CO., INC., based in Easton, MD, with 41 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, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
218 N. Washington Street, Suite #5, Easton, MD, 21601-3153
Get directionsHistory
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 an independent branch leader for Simpson-Cole LLC, operating a Schwab branch in Easton, MD. He dedicates about 10-20% of his time to the management of the franchise.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Janus Distributors LLCBroker
Aim Private Asset Management
A I M Distributors, INC.Broker
John Hancock Funds, INC.Broker
Pruco Securities CorporationBroker
Everen Securities, INC.Broker
Prudential Securities IncorporatedBroker
Usf&g Investment Services, INC.Broker
Calvert Securities CorporationBroker
Nel Equity Services CorporationBroker
Monarch Securities, INC.Broker
The Lincoln National Life Insurance CompanyBroker
State Registrations39 states
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.