Robert Kemp
Robert Kemp is a registered investment advisor at Savant Wealth Management, based in Fullerton, CA, with 38 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 24,034 clients with $56B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Savant Wealth Management's fees for investment management range from 0.50% to 1.50% annually, based on the amount you invest and the complexity of services. There are annual minimum fees, and clients with lower amounts invested may pay a higher percentage. Savant typically requires at least $300,000 to open an investment portfolio.
Location
2286 N. State College Blvd., Fullerton, CA, 92831
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2000Customer Dispute
April 1999Other Business Activities
Robert is a licensed real estate broker with Kemp Realty. This activity requires minimal time.
Employment History
Current Registrations
Savant Wealth Management
Previous Registrations
Sagepoint Financial, INC.Broker
Aig Financial Advisors, INC.
Sentra Securities CORP
Sentra Securities CorporationBroker
Kemp Financial Management, LLC
United Pacific Securities, INC.Broker
Titan/value Equities Group, INC.Broker
Value Equities CorporationBroker
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.
Exams
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