Edwin Robins
Edwin Robins is a ChFC-designated registered investment advisor at Jt Stratford, LLC, based in Winston-Salem, NC, with 40 years of industry experience. Edwin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,176 clients with $810M 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 $1000K | 1.35% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $25.0M | 0.80% |
| $25.0M - $50.0M | 0.74% |
| $50.0M - $100.0M | 0.68% |
| $100M+ | 0.68% |
Aggregate account balances are used for fee breakpoint calculations.
Fee Estimator
Location
505 Olive Street, Winston-Salem, NC, 27103
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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
Edwin is a board member for Durham Coca Cola Bottling Co., a partner/owner of CRD Properties LLC, and a committee member at St. Paul's Episcopal Church. He is also a partner at Colhoun, Robins, Davenport & Co, LLC where he performs financial planning, manages investment assets, and assists with life insurance needs, taking nearly full-time hours.
Employment History
Current Registrations
Jt Stratford, LLC
Previous Registrations
Silver Oak Securities, IncorporatedBroker
Colhoun, Robins, Davenport & CO., LLC
Triad Advisors LLCBroker
Ascend Financial Services, INC.Broker
Pilot Financial Services, INC.Broker
State Registrations2 states
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