Robert Bedritis
Robert Bedritis is a registered investment advisor at Oswego Private Wealth Management, based in Lake Oswego, OR, with 33 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 51 clients with $55M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Advisory fees may be negotiated. Clients may incur additional fees from subadvisors, ranging from 0.20% to 1.05%.
Fee Estimator
Location
5335 Meadows Road, Suite 375, Lake Oswego, OR, 97035
Get directionsHistory
Regulatory 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 an agent for Lenz Financial Group (DBA Oswego Wealth Management) selling non-variable insurance products, dedicating minimal time to this. He also operates under Oswego Wealth Management and Oswego Private Wealth Management, LLC as DBAs for his LPL business, spending about 10-20% of his time on the former and full-time on the latter during securities trading.
Employment History
Current Registrations
Oswego Private Wealth Management
Previous Registrations
Oswego Wealth Management, INC.
Oswego Wealth Management, INC.
Oswego Wealth Advisors INC.
LPL Financial LLC
LPL Financial LLCBroker
Oswego Wealth Management LLC
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Sca
Retirement Asset Management
Provest Capital Management LLC
Proequities, INC.Broker
Private Consulting Group, INC.Broker
Private Consulting Group, INC.
Bas Management, LLC
Beacon Rock Capital, LLC
Beacon Alternative Strategies LLC
Mcdonald Investments INC.
Mcdonald Investments INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Quick & Reilly, INC.Broker
M Holdings Securities, INC.Broker
Painewebber IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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.