RS
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Robert Shutzer
23 Years of Experience
San Francisco, CA
2 Disclosures
Robert Shutzer is a registered investment advisor at Shutzer Investments, LLC, based in San Francisco, CA, with 23 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 18 clients with $21M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
18 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$21.0M
Fee Structure
Minimum Investment:$80K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.95% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.20% |
| $500K+ | 1.00% |
Fees are negotiable, with a maximum annual fee of 1.95%. Minimum account size is $80,000, which may be waived.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
San Francisco, CA
Get directionsHistory
Regulatory History (2)
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Customer Dispute
May 2002Denied
Customer Dispute
March 2001Denied
Employment History
Current Registrations
Shutzer Investments, LLC
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Institute for Wealth Advisors, INC.
January 2017 - April 2019 · 2 yrs 3 mos
Sowell Management Services
September 2016 - February 2017 · 5 mos
Concert Wealth Management
January 2015 - June 2017 · 2 yrs 5 mos
J.P. Morgan Securities LLC
October 2012 - January 2015 · 2 yrs 3 mos
Chase Investment Services CORP.
February 2012 - October 2012 · 8 mos
J.P. Morgan Securities LLC
September 2002 - January 2012 · 9 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.