Robert Picha is a registered investment advisor at Bsg Advisers, based in Apex, NC, with 18 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, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 272 clients with $130M 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 $1.0M | 2.00% |
| $1M+ | 1.25% |
The minimum asset-based fee is 0.35% per annum or $50, whichever is greater.
Fee Estimator
Location
56 Hunter Street, Suite 230, Apex, NC, 27502
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2015Other Business ActivitiesSells Insurance
Robert is a sole proprietor selling life, disability, long-term care, and related insurance products since 2010. This takes about 10-20% of his time during trading hours and a few hours per week outside of trading hours.
Employment History
Current Registrations
Bsg Advisers
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Credit Suisse Asset Management Securities, INC.Broker
Royce Investment Group, INC.Broker
State Registrations7 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.