Robinswood Financial, LLC – Carillon Point, Kirkland, WA
Robinswood Financial, LLC IS celebrating our 10th year as a fee-only RIA (Registered Investment Advisor) firm. We are looking for 2 qualified investment advisors with at least 4 years of experience and an established book of business.
Robinswood is positioned with the strength and resources to help talented people reach their potential. Our advisors withhold their own taxes under a 1099 contract. This allows higher pay-out starting at 70 percent. Charles Schwab & Co is the custodian for all our AUM (Assets Under Management).
Our primary business consists of managing the investment accounts of individuals. As a fee-only firm, there are never any conflicts of interest regarding our investment advice. Portfolios are typically managed on a discretionary basis using a passive, globally diversified investment strategy. A hallmark of the firm is its ability to combine sound, reliable, repeatable investment strategies and personalized service to meet the varied investment needs of our clients. Our commitment to our clients and their families is the core element to fostering a much stronger relationship than the typical brokerage firm is able to offer.
About Robinswood Financial, LLC – Carillon Point, Kirkland, WA
Robinswood Financial, LLC provides investment management and financial planning services. Our objective is to deliver higher returns for our clients while providing maximum risk protection.What sets us apart from other firms is our dedication to personalized service and a relationship-based client-first philosophy. We are committed to the highest ethical standards. As independent, fee-only investm...ent advisors, we do not work for commission and therefore we are free to provide you with sound, unbiased financial advice that has only your best interests at heart.