Robert Loop is a registered investment advisor at Altair Investment Management, based in Olympia, WA, with 5 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 6 clients with $2.9M 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 $100K | 0.88% |
| $100K - $300K | 0.78% |
| $300K - $1.0M | 0.68% |
| $1.0M - $3.0M | 0.58% |
| $3M+ | 0.48% |
Fees are negotiable and based on client circumstances, investment strategies, and relationship size. Minimum fee of $50 per quarter on the first $100,000.
Fee Estimator
Location
Olympia, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Altair Investment Management
State Registrations2 states
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