Rory Robertson
Rory Robertson is a registered investment advisor at Navigo Wealth Management, LLC, based in Katy, TX, with 23 years of industry experience. Rory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 155 clients with $130M 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 $100K | 1.25% |
| $100K - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Foreign/International Assets: 1.75%
Fee Estimator
Location
Katy, TX
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2011Other Business Activities
Rory is a city council member, spending about a day/evening a week on this activity. He also works as a temporary substitute teacher for Katy Independent School District for a few days a week, and is eligible to receive compensation from Rex Gold Partners for soliciting qualified persons.
Employment History
Current Registrations
Navigo Wealth Management, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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.