Robin Underwood is a CFA-designated registered investment advisor at Worth Advisors, based in Charlotte, NC, with 2 years of industry experience. Robin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 466 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Worth Advisors offers investment management services where fees will not exceed 2% annually. The fee may be negotiable, and accounts within the same household may be combined for a reduced fee. Fees are billed quarterly in advance based on the value of your portfolio. If you cancel your account mid-quarter, you'll receive a pro-rated refund.
Location
5605 77 Center Drive, Charlotte, NC, 28217
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robin is the President of Conservation Exchange, Ltd, facilitating the exchange of transferable South Carolina state tax credits. This activity requires a few hours per week.
Employment History
Current Registrations
Worth Advisors
State Registrations2 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.