Robert Kalter
Robert Kalter is a registered investment advisor at Tres Wealth Management Group, LLC, based in Chino, CA, with 10 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 163 clients with $57M 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 $250K | 1.75% |
| $250K - $750K | 1.50% |
| $750K - $1.3M | 1.25% |
| $1.3M - $2.5M | 1.00% |
| $2.5M+ | 0.85% |
Fees are negotiable depending on client needs and complexity.
Fee Estimator
Location
15302 Central Ave, Chino, CA, 91710
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2011Other Business ActivitiesSells Insurance
Robert operates as an independent insurance agent under Kalter Insurance Srvcs, selling fixed life and annuity insurance, dedicating full-time hours to this. Robert is also the president of Kalter Financial Group, a CPA firm offering accounting, bookkeeping, and tax preparation services, also dedicating full-time hours.
Employment History
Current Registrations
Tres Wealth Management Group, LLC
Previous Registrations
Tres Wealth Management Group LLC
State Registrations2 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.