Robert Chapman is a CFA-designated registered investment advisor at Tegesta Capital, LLC, based in Jupiter, FL, with 24 years of industry experience. 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 62 clients with $63M 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 | 2.00% |
| $1M+ | 1.50% |
Fees are negotiable.
Fee Estimator
Location
110 Front St., Suite 300, Jupiter, FL, 33477
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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 Activities
Robert is a registered investment advisor with Tegesta Capital since 2011. This activity takes nearly full-time hours during trading hours.
Employment History
Current Registrations
Tegesta Capital, LLC
Previous Registrations
Quadstar Capital Advisors, INC.
Aegis Capital CORP.
Aegis Capital CORP.Broker
Gunnallen Financial, INC
Gunnallen Financial, INCBroker
Kovack Advisors, INC.
Kovack Securities INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Stillpoint Wealth Management, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations1 state
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.