Robbie Hayes
Robbie Hayes is a registered investment advisor at N.E.W. Advisory Services, LLC, based in De Pere, WI, with 14 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 4,347 clients with $1.3B 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 $50K | 1.50% |
| $50K - $100K | 1.40% |
| $100K - $250K | 1.30% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.20% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.13% |
| $3.0M - $4.0M | 1.11% |
| $4.0M - $5.0M | 1.09% |
| $5.0M - $7.5M | 1.05% |
| $7.5M+ | 1.00% |
Fees are negotiable. For accounts held directly with a product sponsor, N.E.W. Advisory Services charges a flat 0.75%.
Fee Estimator
Location
2200 Dickinson Road, Unit 17A, De Pere, WI, 54115
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
Robbie works under Northright Financial, is an IAR/Owner of N.E.W. Advisory Services LLC, and is an independent representative with various insurance carriers for fixed insurance business. He is also a board member of Green Bay Country Club, owner of Olde School Official Suites LLC and rental property, and treasurer of Olde School Square Condo Association.
Employment History
Current Registrations
N.E.W. Advisory Services, LLC
Geneos Wealth Management, INC.Broker
Previous Registrations
Sii Investments, INC.
Sii Investments, INC.Broker
Investment Centers of America, INC.Broker
Investment Centers of America, INC.
Sii Investments, INC.
Sii Investments, INC.Broker
State Registrations3 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.