Robert Zagunis
Robert Zagunis is a registered investment advisor at Keturi Investment Management, LLC, based in Lake Oswego, OR, with 26 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. Their firm serves 13 clients with $69M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.55% |
| $25.0M - $50.0M | 0.45% |
| $50M+ | 0.35% |
Fee Estimator
Location
17620 Pilkington Rd, Lake Oswego, OR, 97035
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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 owns rental property since 2012. This activity does not create any conflicts of interest and requires minimal time.
Employment History
Current Registrations
Keturi Investment Management, LLC
Previous Registrations
Jensen Investment Management INC.
State Registrations1 state
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