Robert William Shoemaker, III, operating as Robert William Shoemaker, III, offers investment management and financial planning services. Investment management involves creating and managing portfolios based on clients' goals, risk tolerance, and time horizon. Financial planning covers areas like personal finances, taxes, investments, insurance, retirement, and estate planning. Clients are not required to implement recommendations through the firm.
Assets Under Management$60M
Clients67
Advisors1
Avg. per Client$900K
Avg. per Advisor$60M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2M+ | 0.60% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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