Robert Pool
Advisor at Fort Vancouver Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Fort Vancouver Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Vancouver, WA 98661
Credentials
CFP®, Series 66
Industry experience
23 years
Robert Pool is a CFP® with 23 years of industry experience, currently serving as an advisor at Fort Vancouver Investment Management, LLC since 2011. He holds the Series 66 designation and works out of Vancouver, WA. Fort Vancouver Investment Management, LLC is a fee-only, SEC-registered advisory firm that provides discretionary investment management and retirement planning primarily to individual and high-net-worth clients. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, utilizing broadly diversified portfolios with ETFs and institutional no-load mutual funds, and incorporates tax-aware management and financial planning for clients engaged in investment management.
Based on Fort Vancouver Investment Management, LLC
Based on Fort Vancouver Investment Management, LLC
$3,000 flat fee for Retirement Planning services, negotiable and may be waived if ongoing management is engaged
$0 - $500,000: 1.1% per annum $500,000 - $1,000,000: 0.9% per annum $1,000,000 - $5,000,000: 0.7% per annum $5,000,000+: 0.5% per annum
Account minimum: $500,000 Fee-only: Fee-only investment advisory firm, no commissions or referral fees
1601 Officers Row
Vancouver, WA 98661
Oregon · Texas · Washington
Fort Vancouver Investment Management, LLC
2011 - Present (15 years)
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