RG
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Robert Gutman

7 Years of Experience
Westport, CT

Robert Gutman is a registered investment advisor at Hunjo LLC, based in Westport, CT, with 7 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 4 clients with $4M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
4 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$4.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are generally negotiable. Hunjo also charges a performance-based fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

93 Bayberry Lane, Westport, CT, 06880

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Robert is the Managing Member of Stillwater One, LLC, a private fund manager for one client, since 2023. This takes about half of his time, with about 10-20% of his time spent during securities trading hours, and he is responsible for managing the investment portfolio.

Employment History
Current Registrations
Hunjo LLC
April 2018 - Present · 8 yrs 1 mo
State Registrations1 state
CT
Advisor

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
No exam information available for this advisor.
Robert Gutman - Financial Advisor | TrueAdvisor