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Derrick Wait Robinson

Robinson Capital Management LLC

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About Derrick Wait Robinson

Derrick Wait Robinson is a Registered Investment Advisor with Robinson Capital Management LLC, located in BOULDER, CO. Derrick has been in the industry since 11/1998. Robinson Capital Management LLC provides services to individuals, corporations, and high-net-worth individuals. The firm's services include financial planning and portfolio management. Derrick Wait Robinson holds the Certified Financial Planner designation.

Firm Information

Derrick Robinson is currently registered with Robinson Capital Management LLC. Robinson Capital Management LLC is a registered investment advisor that provides financial planning and portfolio management services for individuals, high-net-worth individuals, and corporations. The firm manages approximately $76.3 million in assets for 77 clients.

$76.34M

Assets Under Management

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Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Derrick Robinson’s Registration & Firm History

CO

10/04/2007 - Present

Robinson Capital Management LLC (BOULDER CO)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Derrick Wait Robinson.
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