Robert Kargenian
Robert Kargenian is a registered investment advisor at Tabr Capital Management, LLC, based in Orange, CA, with 44 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 235 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.15% |
| $3M+ | 0.95% |
Fees are negotiable based on anticipated future earning capacity, future additional assets, dollar amount of assets, related accounts, account composition, pre-existing client status, account retention, and pro bono activities.
Fee Estimator
Location
500 N. State College Blvd., Suite 1320, Orange, CA, 92868
Get directionsHistory
Regulatory History (3)
Regulatory
January 2007Employment Separation After Allegations
July 1985Customer Dispute
August 1984Employment History
Current Registrations
Tabr Capital Management, LLC
Previous Registrations
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
E. F. Hutton & Company INCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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