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Chance Robinson

Advisor at Eminence Wealth Management Inc.

Updated today

Location

Orlando, FL 32819

Credentials

Series 65

Industry experience

3 years

About

Chance Robinson is a financial advisor at Eminence Wealth Management Inc. in Orlando, FL, holding a Series 65 designation with two years of industry experience. He has been with Eminence Wealth Management since 2022 and also has experience at Strong Point Financial Inc. since 2015. Eminence Wealth Management provides portfolio management, investment analysis, and financial planning services to individuals, families, small businesses, trusts, estates, and corporate entities. The firm uses a combination of quantitative, fundamental, technical, and economic analysis to guide model-based asset selection and offers educational seminars on personal finance and investing.

Client services

Based on Eminence Wealth Management Inc.

Financial planning Portfolio management Educational seminars or workshops

Expertise

Based on Eminence Wealth Management Inc.

Active portfolio management

Fee options

Percentage

$0 - $500,000: 2% $500,001 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1% $3,000,001 - $5,000,000: 0.50% $5,000,001+: Negotiable

Project-based

$99 to $199 per hour depending on complexity

Location

6052 Turkey Lake Rd, Ste. 200

Orlando, FL 32819

Most active in

Florida

Work history

Eminence Wealth Management Inc.

2022 - Present (4 years)

Strong Point Financial Inc.

2015 - Present (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Cuong L

Series 65

Orlando, FL

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Active portfolio management Concentrated stock management
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Kervin A

Series 65

Orlando, FL

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Wealth management Executive Founder/Business Owner Retired
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Barrett H

Series 65

Orlando, FL

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Tax-loss harvesting Private / alternative investments
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Margaret B

CFP®, Series 66

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Wealth management General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting
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Jacob C

CFP®, CFA®, Series 66

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Jake Carris Financial Planning

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Arun K

CFP®, Series 66

Orlando, FL

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General retirement planning General tax planning Charitable giving & philanthropy Cash flow / budgeting Self-Employed
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