Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees are calculated quarterly based on a percentage of assets under management. There are different fee schedules depending on the investment strategy used. For example, Equity strategies have a minimum annual fee of $1,250, while Systematic Relative Strength strategies have minimums of $2,000 or $2,500. The minimum account sizes and annual fees are negotiable. Clients also pay fees on mutual funds and ETFs held in their accounts. Research and subscription services have separate fees as described in Item 4.
Areas of Practice
Advisor Information
Office location
3300 W Leigh Street, Richmond, VA, 23230
Get directionsRegulatory 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.
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Robert owns Makes Sense Clothing, a screen printing business, since 2012, and dedicates no time during trading hours. He also works as a self-employed personal trainer since 2013, dedicating about 10-20% of his time, and is a partner in Make Cents Investments, generating passive rental income.