Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
X Advisors, LLC charges fees for asset management services, not to exceed 2.50% annually, based on the scope and complexity of the client's circumstances. Financial planning services are charged on a flat fee basis, not to exceed $10,000. Consultation services are billed hourly, ranging from $400 to $500 per hour, or a flat rate. Fees are negotiable. The firm may receive commissions for the sale of securities or insurance products, creating a conflict of interest.
Areas of Practice
Advisor Information
Office location
6 Venture, Suite 395, Irvine, CA, 92168
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is involved in several investment-related activities, including roles as a P&C broker, FINRA arbitrator, consultant, FinOp, CEO, CCO, financial principal, registered investment advisor, and compliance consultant for various firms. These activities take up a significant amount of Robert's time, ranging from minimal time to about half his time.