Robert Maund is a CFP-designated registered investment advisor at Oakworth Asset Management, LLC, based in Birmingham, AL, with 11 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 678 clients with $760M 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 $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.75% |
For accounts made up of fixed income investments, the fees are: First $2,500,000: 0.50%, Above $2,500,000: 0.38%. The Firm may negotiate a different fee rate for certain client holdings.
Fee Estimator
Location
850 Shades Creek Parkway, Suite 200, Birmingham, AL, 35209
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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 →Employment History
Current Registrations
Oakworth Asset Management, LLC
Previous Registrations
Lakeview Capital Partners, LLC
Wells Fargo Advisors, LLC
Calibre Advisory Services, INC.
RBC Dain Rauscher INC.
RBC Centura Securities INC.
State Registrations1 state
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.