RA
RA

Robert Anslow

18 Years of Experience
San Diego, CA

Robert Anslow is a registered investment advisor at Globeflex Capital LP, based in San Diego, CA, with 18 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. Their firm serves 25 clients with $4.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
25 clients
Average Client Portfolio
$182.4M average
Assets Under Management
$4.6B

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50.0M0.75%
$50.0M - $100.0M0.70%
$100M+0.65%

This is the fee schedule for ACWI ex-U.S. Equity and International All Cap Equity. Other strategies have different fee schedules. Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4365 Executive Dr., Suite 720, San Diego, CA, 92121

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Globeflex Capital LP
April 2007 - Present · 19 yrs 1 mo
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.
Robert Anslow - Financial Advisor | TrueAdvisor