Charles Robinson
Charles Robinson is a CFA-designated registered investment advisor at Robinson Value Management, LTD., based in San Antonio, TX, with 28 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 56 clients with $200M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.35% |
| $25M+ | 0.20% |
For accounts over $10,000,000, the first two tiers of fees are waived, with the result that the fee on the first $10,000,000 is 0.50% of assets. Fixed Income Only portfolios are managed at a 30% discount to the standard fee schedule. Fees may be negotiable in certain instances.
Fee Estimator
Location
120 East Basse Road, #102, San Antonio, TX, 78209-8356
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 1987Other Business Activities
Charles is a managing member and control person of Bensboro Company, LLC (a Commodity Pool Operator) and Bensboro Advisors, LLC (a Commodity Trading Advisor). He spends about 60 hours a month on these activities, overseeing operations and occasionally soliciting clients.
Employment History
Current Registrations
Robinson Value Management, LTD.
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.