RC
RC
Robert Cabeceiras
32 Years of Experience
San Francisco, CA
1 DisclosureBroker
Robert Cabeceiras is a registered investment advisor at Charles Schwab & CO., INC., based in San Francisco, CA, with 32 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more.
Compensation
Fixed/Hourly
Firm Size
8406 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fees for assets over $25 million are negotiable. A grandfathered schedule exists for clients enrolled prior to October 1, 2024.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
425 Market Street, Floor 17, San Francisco, CA, 94105
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2009Denied
Employment History
Current Registrations
Charles Schwab & CO., INC.
September 2005 - Present · 21 yrs 1 mo
Charles Schwab & CO., INC.Broker
October 1994 - Present · 32 yrs
Previous Registrations
Charles Schwab & CO., INC.
July 1997 - December 2002 · 5 yrs 5 mos
State Registrations21 states
AZCACOCTDCGAHIIDMAMENCNVNYOHORSCSDTXUTWAWY
AdvisorBrokerBoth
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.
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