Robert Kassel
Robert Kassel is a registered investment advisor at Centaurus Financial, INC., based in Las Vegas, NV, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 38,049 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centaurus Financial's advisors manage client accounts through various programs, charging an annual fee based on the amount invested. Fees are negotiable and can be a flat percentage or tiered, where the rate decreases as the portfolio value increases. Additional charges may include transaction fees, custodial fees, and internal fund fees.
Maximum advisory fees:
- Alpha, Beta, ABJ, Omega, Delta: 2.25%
- AA & VL: 1.50%
- Adviser-Directed: 1.35%
- FlexUMA: 2.25%
Third-Party Money Managers (TPMMs) charge fees ranging from 1.00% to 3.00%.
Location
Las Vegas, NV
Get directionsHistory
Regulatory History (5)
Customer Dispute
February 2004Customer Dispute
March 2000Customer Dispute
October 1999Customer Dispute
March 1997Customer Dispute
June 1996Other Business Activities
Robert is the President of Portfolio Planners LLC since 2007, a holding company for bookkeeping and payroll purposes. This activity is not investment-related and takes up a full-time commitment.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Previous Registrations
Brookstreet Capital Management
Brookstreet Securities CorporationBroker
Securities Service Network, INC.Broker
Lazar Frederick & CompanyBroker
Fortress Securities, INC.Broker
Robert Thomas Securities, INCBroker
Municicorp of CaliforniaBroker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Municicorp of CaliforniaBroker
Heinold Securities, INC.Broker
State Registrations19 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.