Robert Steven Behunin
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Householder Group charges a negotiable wrap fee up to 2.95% of assets under management, with each Investment Advisory Representative setting their own fee schedule. Fees are calculated monthly or quarterly in advance, based on the account value. The fee can be tiered or linear. You will also pay mutual fund expenses and account maintenance fees charged by the custodian. There are no minimum account value requirements for SWM accounts, but other programs have minimums.
Areas of Practice
Advisor Information
Office location
2310 East PONDEROSA DRIVE, Suite 2, Camarillo, CA, 93010
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 operates under Householder Group Estate & Retirement Specialists and Behunin Wealth Management, dedicating full-time hours to these investment-related activities. He also sells non-variable insurance, including Medicare supplement policies and Blue Shield of California, spending a few hours per week on these insurance activities.