Robert Stafford is a registered investment advisor at Pacific Management LTD, based in Sausalito, CA, with 18 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $35K 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 $10.0M | 0.50% |
| $10.0M - $20.0M | 0.38% |
| $20M+ | 0.25% |
PML also receives 20% of the partnership's profits. Fees are not currently being collected during liquidation.
Fee Estimator
Location
1505 Bridgeway, Suite 206, Sausalito, CA, 94965
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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 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
Stafford Capital Management LLC
Previous Registrations
Stafford Capital Management LLC
State Registrations2 states
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