Robert Stack is a registered investment advisor at Stack Asset Management, based in San Diego, CA, with 16 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 30 clients with $21M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Location
10393 San Diego Mission Road, Suite 110, San Diego, CA, 92108
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is the owner of Stack and Associates, an accounting and tax services firm, since 1998. He spends about half his time on this activity, with 25% of his time projected for investments.
Employment History
Current Registrations
Stack Asset Management
Previous Registrations
Stack Asset Management
State Registrations1 state
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