Robert Foss is a CFA-designated registered investment advisor at Edgerock Wealth Management, based in Denver, CO, with 8 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 575 clients with $580M 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 | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $3.0M | 1.20% |
| $3M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Location
7001 E. Belleview Avenue, Suite 800, Denver, CO, 80237
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 works full-time at Edgerock Wealth Management, LLC, selling insurance. He also passively owns an industrial building through Reverse Polish, LLC and Reverse Polish Industrials, LLC, spending minimal time on these ventures.
Employment History
Current Registrations
Edgerock Wealth Management
Previous Registrations
Ae Wealth Management, LLC
Reverse Polish LLC
State Registrations1 state
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