Robert Stutch is a CFP-designated registered investment advisor at Fidere, based in San Francisco, CA, with 15 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 5 clients with $11M 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 $5.0M | 1.50% |
| $5.0M - $10.0M | 1.10% |
| $10M+ | 1.00% |
Fees are negotiated and generally range between 80 and 150 basis points annually. Fidere may share AUM fees with sub-advisors and other advisors. Clients may choose to pay an additional percentage of AUM for Family Office services, between 0.5% and 3.5% on top of the Investment Management fees.
Fee Estimator
Location
3450 Sacramento St, 242, San Francisco, CA, 94118
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Robert is involved in various technology projects, including a smart contract blockchain endeavor called "DXAnthus". This activity is not investment-related.
Employment History
Current Registrations
Fidere
State Registrations1 state
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