Robert Bull is a registered investment advisor at X Advisors, LLC, based in Irvine, CA, with 36 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, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 275 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
X Advisors charges a maximum annual fee of 2.50% for asset management services. The specific fee is based on the scope and complexity of each client's circumstances and is outlined in the advisory agreement. Fees are billed monthly in advance, based on the value of the account on the last business day of the previous month. Fees are negotiable and deducted from client accounts.
Location
6 Venture, Suite 395, Irvine, CA, 92168
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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 ActivitiesSells Insurance
Robert is involved in several investment-related activities, including roles as a P&C broker, FINRA arbitrator, consultant, FinOp, CEO, CCO, financial principal, registered investment advisor, and compliance consultant for various firms. These activities take up a significant amount of Robert's time, ranging from minimal time to about half his time.
Employment History
Current Registrations
X Advisors, LLC
Addigence Corporation
Sutter Capital Partners, LLC
Young America Capital, LLCBroker
Sutter Securities IncorporatedBroker
Sutter Securities Incorporated
Yuki-Co, LLC
Yuki-Co, LLCBroker
Boustead Securities, LLCBroker
Boustead Securities, LLC
Sutter Securities Clearing, LLC
Sutter Securities Clearing, LLCBroker
Previous Registrations
Aufhauser Securities, INC.Broker
Addigence Corporation
Arctic Capital Advisors LLC
Sutter Capital Partners, LLC
Bainbridge Capital Securities, INC.Broker
Finalis Securities LLCBroker
M.Y. Safra Securities, INC.Broker
Enverra Capital LLCBroker
Auria Services CORP.Broker
Arcadia Capital Partners LLCBroker
R. F. Lafferty & CO., INC.Broker
Ocp Capital, LLCBroker
Pension Dynamics Securities CorporationBroker
Pubvest Securities, LLCBroker
Olympus Securities, LLCBroker
Halcyon Cabot Partners, LTD.Broker
Aufhauser Securities, INC.Broker
K. Aufhauser & Company, INC.Broker
Schonfeld Securities INC.Broker
Rodman & Renshaw INC.Broker
Capital Institutional Services, INC.Broker
Levco Securities CORP.Broker
State Registrations4 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.