Robert Kaercher, financial advisor Atlanta GA

Robert Kaercher

CRD Number: 1952599
Current Firm: Smith & Howard Wealth Management, LLC
Compensation Model: Fee Only

Robert Kaercher (CRD# 1952599) is an Investment Advisor Representative working at Smith & Howard Wealth Management, LLC in Atlanta, GA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Smith & Howard Wealth Management Atlanta, GA Feb 2010 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2000
S65 NASAA Investment Advisors Law Examination Dec 2003
Contact Info for Robert L. Kaercher
By the Numbers
  • Total Assets Under Management
    484
    MILLIONS
  • Total Number of Accounts
    583
    ACCOUNTS
  • Average Account Value
    $830,314
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, TX

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