Robert Faulkner
Robert Faulkner is a registered investment advisor at Wealthbridge Capital Management, LLC, based in Westerville, OH, with 24 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 457 clients with $710M 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 $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Fees may be negotiable.
Fee Estimator
Location
550 Polaris Parkway, Suite 560, Westerville, OH, 43082
Get directionsHistory
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
Robert is a member of Northstar Studio LLC, an all-star cheerleading business, dedicating minimal time. Robert is also a licensed insurance professional, spending minimal time on these services.
Employment History
Current Registrations
Wealthbridge Capital Management, LLC
Previous Registrations
Private Client Services, LLCBroker
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.