RK
RK
Robert Kargenian
43 Years of Experience
Orange, CA
3 Disclosures
Robert Kargenian is a registered investment advisor at Tabr Capital Management, LLC, based in Orange, CA, with 43 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 239 clients with $230M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
239 clients
Average Client Portfolio
$968K average
Assets Under Management
$231.2M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.15% |
| $3M+ | 0.95% |
TABR may negotiate to charge a lesser management fee based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
500 N. State College Blvd., Suite 1320, Orange, CA, 92868
Get directionsHistory
Regulatory History (3)
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Regulatory
January 2007Final
Employment Separation After Allegations
July 1985Customer Dispute
August 1984Settled
Employment History
Current Registrations
Tabr Capital Management, LLC
April 2004 - Present · 22 yrs
Previous Registrations
Wachovia Securities, LLC
July 2003 - March 2004 · 8 mos
Wachovia Securities, LLCBroker
July 2003 - March 2004 · 8 mos
Prudential Securities Incorporated
July 1997 - July 2003 · 6 yrs
Prudential Securities IncorporatedBroker
July 1985 - July 2003 · 18 yrs
E. F. Hutton & Company INCBroker
March 1982 - July 1985 · 3 yrs 4 mos
State Registrations2 states
CATX
Advisor
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
No exam information available for this advisor.