Robert Ingram is a CFP, PFS-designated registered investment advisor at Jmf Capstone Wealth Management, based in Tuscaloosa, AL, with 22 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 225 clients with $360M 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 $500K | 1.25% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.35% |
Fees may be negotiable.
Fee Estimator
Location
2200 Jack Warner Parkway, Ne, Suite 300, Tuscaloosa, AL, 35401
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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 a CPA and shareholder at JamisonMoneyFarmer PC, dedicating nearly all of his time to this role. He also holds partner/owner positions in several other companies and a private foundation, dedicating minimal time to each.
Employment History
Current Registrations
Jmf Capstone Wealth Management
Previous Registrations
Capstone Wealth Management, LLC
State Registrations1 state
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