Robert Oberstein
Robert Oberstein is a PFS-designated registered investment advisor at Verus Capital Partners, LLC, based in Encino, CA, with 25 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 4,040 clients with $2.1B 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 $500K | 2.50% |
| $500K+ | 2.00% |
Fees may be negotiable.
Fee Estimator
Location
16130 Ventura Bl, Suite 550, Encino, CA, 91436
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is involved in several business activities, including operating RSO Wealth LLC as a DBA for his LPL business, RSO Advisors LLP for tax preparation/accounting, Verus Capital Partners LLC as an investment advisor, and acting as a CPA/PFS. He also sells non-variable insurance products and serves as secretary/treasurer for David H Fell & Co., Inc.
Employment History
Current Registrations
Verus Capital Partners, LLC
LPL Financial LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Capital CORP.Broker
1st Global Advisors INC
Oberstein Wealth Management , INC.
Lincoln Financial Advisors CorporationBroker
State Registrations6 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.