Robert Rumsey
Advisor at SPC
Updated today
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.
Fee options
Fixed fees for comprehensive and segmented financial plans (specific amounts not stated)
$0 - $500,000: 1.40% $500,001 - $1,000,000: 1.20% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.80% $10,000,001 - $50,000,000: 0.60% $50,000,001+: 0.12%
Hourly financial planning fees (specific hourly rates not stated)
Ongoing consulting services fees charged monthly or quarterly as agreed with client
Fee-only: Hourly fees for financial planning and consulting services; fixed fees for comprehensive and segmented financial plans; ongoing consulting services fees on a monthly or quarterly basis, as agreed with client
Work history
Sigma Financial Corporation
2020 - Present (6 years)
Branch County Abstract & Title Inc.
2014 - Present (12 years)
R. David Rumsey Consulting
2014 - Present (12 years)
Accounting/Cpa
2014 - Present (12 years)
Tibbits Plaza Properties Llc
2014 - Present (12 years)
Raymond James Financial Services
2014 - 2017 (3 years)
Raymond James Financial Services Advisors Inc.
2014 - 2017 (3 years)
R. David Rumsey Investments
2014 - 2016 (2 years)
Southern Michigan Bank & Trust
2007 - 2020 (13 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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