RB
RB

Robert Bosch

5 Years of Experience
2 DisclosuresBroker
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
709 clients
Average Client Portfolio
$298K average
Assets Under Management
$211.0M

Fee Structure

Minimum Investment:$100K
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Location

780 Fifth Avenue South, Suite 200, Naples, FL, 34102

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History

Regulatory History (2)
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Financial
March 2019
Final
Criminal
July 2016
Final Disposition
Employment History
Current Registrations
Mcdermott Investment Advisors, LLC
October 2020 - Present · 5 yrs 4 mos
Mcdermott Investment Services, LLCBroker
July 2020 - Present · 5 yrs 7 mos
State Registrations7 states
ARFLINNJNMPAVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.