Robert Straus
Robert Straus is a registered investment advisor at Focused Alpha, LLC, based in Greenwood Village, CO, with 33 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 553 clients with $660M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Focused Alpha offers its investment management services exclusively through a bundled fee program where investment advice and trading costs are combined into a single fee. Because Focused Alpha's brochure does not disclose a specific percentage fee schedule or tiered rates for portfolio management, you will need to contact the firm directly to discuss their specific fee rates. The firm generally requires a minimum account size of $250,000, though this minimum may be waived at their discretion.
Location
5680 Greenwood Plaza Blvd, Suite 120, Greenwood Village, CO, 80111
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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 Activities
Robert is the Founder and CEO of Polar Lights Publishing, LLC, working as a writer/speaker. He dedicates about 10-20% of his time to this non-investment related activity.
Employment History
Current Registrations
Focused Alpha, LLC
Previous Registrations
Charles Schwab & CO., INC.Broker
Schwab Wealth Advisory, INC.
Icon Advisers, INC.
Icon Distributors, INC.Broker
Charles Schwab & CO., INC.Broker
Meridian Clearing CORP.Broker
Charles Schwab & CO., INC.Broker
Salomon Brothers INC.Broker
Kalb, Voorhis & CO.Broker
Dean Witter Reynolds INC.Broker
Sanwa - Bgk Securities CO., L.P.Broker
Mabon, Nugent & CO.Broker
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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