Robert Birgen
Robert Birgen is a CFP, PFS-designated registered investment advisor at Merit Financial Advisors, based in DIamond Bar, 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 Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 7 more. Their firm serves 20,711 clients with $24B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual asset management fee ranges up to a maximum of 2.50% and is negotiable. Independent contractor accounts may incur an additional platform fee of 0.25% to 0.35%.
Fee Estimator
Location
21700 East Copley Drive, Suite 120, DIamond Bar, CA, 91765
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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 co-authored a book on estate and financial planning in 2009. He is also an insurance agent with First Financial Resources since 1991, dedicating minimal time to this activity.
Employment History
Current Registrations
Merit Financial Advisors
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Associated Securities CORP.Broker
Stanislawski & Harrison Wealth Management, LLC
Abridge Partners, LLC
Ffr Advisory
Fsc Securities Corporation
Fsc Securities CorporationBroker
Cigna Securities, INC.Broker
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.
Exams
More Advisors
- Michael Roney, CFPMerit Financial Advisors