Robert Sowder is a registered investment advisor at Clg LLC, based in Long Beach, CA, with 29 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,448 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CLG, LLC offers comprehensive portfolio management where clients receive both asset management and financial planning for a combined fee. The maximum annual fee charged for this service is 2.50%. Fees are negotiable and are billed quarterly in advance based on the value of the account. CLG does not charge an additional fee for managing held-away assets, but Pontera charges a 0.30% fee for those assets, which CLG covers.
Location
4821 E 2nd Street, Long Beach, CA, 90803
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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 ActivitiesSells Insurance
Robert is a financial advisor at CLG, LLC d/b/a Moran, Heising and McElravey, spending about a quarter of his time providing advice to clients. He also works as an agent selling fixed/traditional insurance products and owns R.H. Sowder Enterprises, an S-Corp for liability mitigation and tax benefits.
Employment History
Current Registrations
Clg LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Cetera Investment Advisers LLC
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
LPL Financial LLCBroker
LPL Financial LLC
NFP Securities, INC.
NFP Securities, INC.Broker
Linsco/private Ledger CORP.Broker
Atlas Securities, INC.Broker
Cal Fed InvestmentsBroker
Glenfed Brokerage ServicesBroker
Dean Witter Reynolds INC.Broker
State Registrations1 state
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