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Robert Epstein

16 Years of Experience
Austin, TX

Robert Epstein is a registered investment advisor at Prophet Capital Asset Management, based in Austin, TX, with 16 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, Real Estate Investing. Their firm serves 18 clients with $3.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
6 advisors
IM Fee
Planning only
Assets Under Management
$3.3B

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

5000 Plaza on the Lake Blvd., Suite 180, Austin, TX, 78746

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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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Other Business Activities

Robert is an owner/director of Braver Stern Holdings, Inc. and indirectly owns Braver Stern & Co., Inc. and Braver Stern Securities Corp. He is also a director/president of Pascal Securities Group, LLC, spending minimal time on this role.

Employment History
Current Registrations
Prophet Capital Asset Management
September 2009 - Present · 16 yrs 8 mos
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.