Robert Margetic
Robert Margetic is a registered investment advisor at Redwood Financial Advisors, INC, based in San Rafael, CA, with 28 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Retirement Planning. Their firm serves 9 clients with $15M 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 $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.50% |
Fee Estimator
Location
165 N. Redwood Dr., #170, San Rafael, CA, 94903
Get directionsHistory
Regulatory History (1)
Criminal
June 1972Other Business Activities
Robert is the owner/sole proprietor and president of Redwood Financial Group, dedicating about a quarter of his time to administration of charitable remainder trusts. He is also the president of Wealthnet Charitable Gift Fund, a non-profit corporation, spending about 10% of his time on executive decisions, tax filing, and administrative work.
Employment History
Current Registrations
Redwood Financial Advisors, INC
Previous Registrations
The Strategic Financial Alliance
Ifg Advisory Services INC
State Registrations1 state
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.