Robert Daly
Robert Daly is a registered investment advisor at Farmers Asset Management, LLC, based in Westlake Village, CA, with 27 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 Divorce Planning, Education Planning, Estate Planning, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Farmers Asset Management charges advisory fees ranging from 0.35% to 1.25% of assets under management. Fees are negotiable at the adviser's discretion, and household accounts at the same residential address are aggregated.
Fee Estimator
Location
30700 Russell Ranch Road #214, Westlake Village, CA, 91362
Get directionsHistory
Regulatory History (1)
Criminal
November 2005Employment History
Current Registrations
Farmers Asset Management, LLC
Farmers Financial Solutions, LLCBroker
Farmers Financial Solutions, LLC
Previous Registrations
Coburn & Meredith, INC.
Coburn & Meredith, INC.Broker
UBS Financial Services INC.Broker
State Registrations4 states
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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