Robert Cobb
Robert Cobb is a registered investment advisor at Cobb Planning Group, based in Santa Ana, CA, with 17 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 80 clients with $1.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee paid to third-party money manager. Lower fees for comparable services may be available from other sources. Total fees will not exceed 3% of assets under management under any circumstances.
Fee Estimator
Location
1206 N. Broadway, Santa Ana, CA, 92701
Get directionsHistory
Regulatory History (4)
Customer Dispute
April 1996Customer Dispute
May 1995Customer Dispute
December 1994Customer Dispute
April 1994Other Business ActivitiesSells Insurance
Robert is a licensed insurance agent in California, offering life insurance and annuities. He spends about 40% of his day on insurance activities, 40% on advisory business, and 20% on estate planning/consulting.
Employment History
Current Registrations
Cobb Planning Group
Previous Registrations
Brookstone Capital Management LLC
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.