Robert Gebhart is a CFA-designated registered investment advisor at Hs Management Partners, LLC, based in New York, NY. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 140 clients with $1.5B 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 | 1.00% |
| $1.0M - $25.0M | 0.90% |
| $25.0M - $50.0M | 0.70% |
| $50M+ | 0.50% |
For accounts less than $1 million, a $10,000 annual fee is charged. Fees are negotiable and related accounts may be aggregated to lower the advisory fee. For accounts where HSMP manages cash, cash-like instruments, money market securities and U.S. treasuries the fees on said securities are at a negotiated rate.
Fee Estimator
Location
640 Fifth Avenue, 18th Floor, New York, NY, 10019
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 →Employment History
Current Registrations
Hs Management Partners, LLC
State Registrations2 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.