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Credentials
None foundExperience Industry experience
6 years
Location
Remote
RBC PRIVATE COUNSEL (USA) INC.
Enterprise
Total advisors
306Clients per advisor
19 Very LowAvg AUM per client
$1,146,257 HighHNW client ratio
22% TypicalRobert Greenidge is a financial advisor at RBC Private Counsel (USA) Inc. with six years of industry experience. He has worked at RBC Private Counsel since 2020 and previously held roles at RBC Dominion Securities Inc. and Royal Mutual Funds Inc., totaling over 17 years in the financial services sector. RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser and a wholly owned subsidiary of Royal Bank of Canada. The firm provides discretionary, individually managed accounts through a multi-manager, multi-asset-class approach, serving individuals, families, business owners, foundations, trusts, and not-for-profits.
Based on RBC PRIVATE COUNSEL (USA) INC.
Based on RBC PRIVATE COUNSEL (USA) INC.
$0+: Up to 1.10% per annum base management fee (varies by asset thresholds) N/A - N/A: Additional costs up to 0.75% per annum apply to Specialty Assets (specialty fixed income, specialty equity, and specialty alternatives) N/A - N/A: 1.25% separate fee for 'Series O' Phillips, Hager & North Absolute Return Fund ('ARF' Series O)
Account minimum: CDN $1 million (may be lowered or waived at discretion) Fee-only: Investment management fees include portfolio management, reporting, and administration; fees are charged monthly in arrears based on month-end portfolio value.
Texas
6 years of industry experience
RBC Private Counsel (USA) Inc.
2020 - Present • 6 years
Toronto, Ontario
RBC Dominion Securities Inc.
2018 - Present • 8 years
Calgary, Alberta
Royal Mutual Funds Inc.
2009 - 2018 • 9 years
Calgary, Alberta
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting 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.
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