RB
RB

Robert Joseph Bamberger

28 Years of Experience
Areas of Practice
Retirement PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
58 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$135.1M

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.50%
$10M+0.30%

Fees are negotiable.

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

St Louis, MO

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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 president of Renaissance Realty Group, Inc., working as a real estate broker. This activity requires minimal time and is compensated with commissions.

Employment History
Current Registrations
The Stewardship Center, INC.
August 2003 - Present · 22 yrs 6 mos
Previous Registrations
Vestech Securities, INC.Broker
April 2017 - August 2017 · 4 mos
Forsyth Securites, INC.
February 2012 - December 2012 · 10 mos
Oakbridge Financial ServicesBroker
February 2012 - August 2016 · 4 yrs 6 mos
Saxony Securities, INC.Broker
December 2002 - January 2012 · 9 yrs 1 mo
Greystone Securities CorporationBroker
November 1999 - December 2002 · 3 yrs 1 mo
Ascend Financial Services, INC.Broker
August 1997 - November 1999 · 2 yrs 3 mos
State Registrations2 states
MOTX
Advisor
Exams
No exam information available for this advisor.