Robert Bolen is a registered investment advisor at Cogentblue, based in Franklin, TN, with 23 years of industry experience. Robert 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 118 clients with $610M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.35% |
Fees are negotiable. Minimum annual fee of $10,000. Legacy clients and friends and family may pay a lower annual fee.
Fee Estimator
Location
Franklin, TN
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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 Activities
Robert is the CEO of Touchstone Pathway, Inc., a software as a service web application. He spends about half his time on this activity, with about a quarter of his time occurring during trading hours.
Employment History
Current Registrations
Cogentblue
Previous Registrations
Wealthcare Advisory Partners LLC
United Income, INC.
Envision Wealth Planning
Bolen Dodson & Associates
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations1 state
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