Paul Roberts is a registered investment advisor at Rwm Capital, LLC, based in Sugar Land, TX, with 8 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1,510 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Roberts Wealth Management manages your investments for a monthly fee based on the average daily balance of your account. The maximum annual fee is 1.90% of the value of your portfolio. This fee includes the compensation paid to the sub-advisor who helps with trading and back-office support. The fee is deducted from your account held at the custodian. Clients will receive statements from the custodian that provides details of the advisory fees.
Location
1650 Highway 6, Suite 250, Sugar Land, TX, 77478
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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 ActivitiesSells Insurance
Paul is involved with multiple entities, including Robert Wealth Management of MS, LLC and Robert Wealth Management, LLC, both fixed annuities and life insurance agencies, and RWM Capital, LLC and Foundations Investment Advisors, LLC, both RIAs. He also resumed involvement with Brazmerica Properties, LLC, a real estate venture, dedicating minimal time to it.
Employment History
Current Registrations
Rwm Capital, LLC
Previous Registrations
Foundations Investment Advisors LLC
State Registrations4 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.