TrueAdvisor
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Deborah Lynne Robinson

Scharf Investments, LLC
14 Years of Experience
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Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Scharf Investments, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
1,523 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$4.2B

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee

Location

16450 Los Gatos Boulevard, Suite 207, Los Gatos, CA, 95032

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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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Employment History
Current Registrations
Scharf Investments, LLC
October 2011 - Present · 14 yrs 4 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.