Advisor at Robert William Shoemaker,Iii
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Firm
Robert William Shoemaker,Iii
Location
Gettysburg, PA
Credentials
Series 63, Series 65
Industry experience
45 years
Robert Shoemaker is the sole advisor at Robert William Shoemaker, III, an independent firm based in Gettysburg, PA. He holds Series 63 and Series 65 licenses and has 45 years of industry experience. He has been with his current firm since 2014. The firm provides continuous portfolio management and financial planning services to individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. Its investment process combines fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation, typically utilizing mutual funds and ETFs supported by Morningstar research.
$0 - $1,000,000: 0.8% $1,000,000 - $2,000,000: 0.7% $2,000,000+: 0.6%
$200 to $300 per hour
Gettysburg, PA
California · Massachusetts · Pennsylvania
Robert William Shoemaker, III
2014 - Present (12 years)
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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