Robin Desota
Robin Desota is a registered investment advisor at Palisade Investments, LLC, based in Zephyr Cove, NV, with 28 years of industry experience. Robin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 537 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Palisade Investments manages investment accounts for a fee that is negotiable and can range from 0.10% to 2.0% per year. The fee can be based on a percentage of the assets in the account, a fixed fee, or a combination of both. The specific fee arrangement is detailed in a written agreement. Fees are billed quarterly, either in advance or in arrears. Accounts initiated during a quarter will have their fee prorated. The fees do not include brokerage commissions or other transaction costs.
Location
625 Highway 50, Suite 301, Zephyr Cove, NV, 89448
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Regulatory History (1)
Criminal
April 1986Other Business Activities
Robin is the owner and advisor at Palisades Investments, a registered investment advisor in Nevada. This activity consumes nearly all of Robin's time.
Employment History
Current Registrations
Palisade Investments, LLC
Previous Registrations
Quest Capital Strategies, INC.Broker
Quest Capital Strategies, INC.
Adp Broker-Dealer, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations3 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.