Advisor at Cary Street Partners
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.
Firm
Cary Street Partners
Location
Richmond, VA 23219
Credentials
CFP®, Series 63, Series 65
Industry experience
33 years
Robert Walters is a CFP®-certified financial advisor with 33 years of industry experience, currently serving at Cary Street Partners since 2009. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Walters is actively involved in his community through leadership positions at the Barter Theatre Foundation, where he serves as President, and as a trustee for the VA Highlands Community College Educational Foundation, as well as participating on the financial committee of Johnston Memorial Hospital. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm employs a comprehensive investment approach that integrates traditional and alternative strategies, utilizing both third-party managers and proprietary resources.
Based on Cary Street Partners
Fixed financial planning fees ranging from $500 to $25,000
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.65% $10,000,001 - $25,000,000: 0.50% $25,000,001+: Negotiable
Hourly rates charged for specific financial planning engagements, details disclosed in agreements
Performance-based fees charged for certain Feeder Funds; fees depend on share of capital gains or carried interest
Fee-only: Fixed fees range between $500 and $25,000 for financial planning; hourly fees also available
901 East Byrd Street, Suite 1001
Richmond, VA 23219
North Carolina · South Carolina · Texas · Virginia
Cary Street Partners LLC
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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