Robert Meyer is a registered investment advisor at Stratos Wealth Partners, LTD, based in San Diego, CA, with 22 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 4 more. Their firm serves 21,699 clients with $14B in assets under management.
Stratos Wealth Partners (SWP) offers investment management through Strategic Wealth Management (SWM) accounts and other advisor-managed, non-wrap accounts.
With SWM and other advisor-managed, non-wrap accounts, you'll pay an advisory fee to SWP, plus transaction charges for each trade. The maximum annual advisory fee is 2.0% of the assets managed. In limited cases, SWP may apply a flat fee to provide asset management services, but the maximum flat fee will be no more than 2.0% of the assets under management.
A minimum account value of $10,000 is required for SWM and other advisor-managed, non-wrap accounts; however, in certain instances, the minimum account size may be lower.
12348 High Bluff Drive, Suite 200, San Diego, CA, 92130
Get directionsRobert is a licensed insurance agent since 2011, selling and servicing fixed insurance products, including annuities, life insurance, LTC, DI, and health & dental insurance, dedicating nearly all of his time to this. Since 2021, Robert also operates an RIA DBA called BWM Financial, also dedicating nearly all of his time to this.
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.