Robert Blunt
Robert Blunt is a registered investment advisor at Charles Schwab & CO., INC., based in Santa Barbara, CA, with 39 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, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
900 Chapala St., Suite 100, Santa Barbara, CA, 93101
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 Activities
Robert owns a timeshare through Marriott Vacation Club and has the ability to rent it out if he does not use it himself. This activity requires minimal time.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
Strategic Advisers INC.
Fidelity Brokerage Services LLCBroker
Dean Witter Reynolds INC.Broker
Paulson Investment Company, INC.Broker
Wen Birkhofer & CO., INC.Broker
Oppenheimer & CO., INC.Broker
State Registrations23 states
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.