Thomas Robinson
Thomas Robinson is a CFA, CFP-designated registered investment advisor at Robinson Global Investment Management LLC, based in Hollywood, FL, with 7 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 8 clients with $59M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee is negotiable on a client-by-client basis depending on the size and complexity of the portfolio managed. A minimum annual fee of $2,000 will be billed to those accounts with portfolio values of $400,000 or less; however, RGIM retains the right to waive or reduce this minimum if circumstances are warranted.
Fee Estimator
Location
Hollywood, FL
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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.
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Thomas is the Department Chair for the master's program in financial analysis at the College for Financial Planning and teaches courses in Portfolio Management. He dedicates about 10-20% of his time to these activities.
Employment History
Current Registrations
Robinson Global Investment Management LLC
Previous Registrations
Tr Robinson & Associates, L.L.C.
State Registrations2 states
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