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Robert Merrill Stafford

18 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
1 advisor
Number of Clients
1 client
Average Client Portfolio
$35K average
Assets Under Management
$35K

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $10.0M0.01%
$10.0M - $20.0M0.00%
$20M+0.00%

Fees are not being imposed/collected during liquidation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1505 Bridgeway, Suite 206, Sausalito, CA, 94965

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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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Other Business Activities

Robert is the general partner of Pacific Management, Ltd. (PML), a registered investment advisor, and serves on the board of directors of PASSUR Aerospace, attending quarterly board meetings. The staff is shared between PML and Stafford Capital Management.

Employment History
Current Registrations
Pacific Management LTD
May 2012 - Present · 13 yrs 9 mos
Stafford Capital Management LLC
March 2012 - Present · 13 yrs 11 mos
Previous Registrations
Stafford Capital Management LLC
April 2006 - December 2010 · 4 yrs 8 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.
Robert Merrill Stafford - Financial Advisor | TrueAdvisor