Robert Gipson
Robert Gipson is a CFA-designated registered investment advisor at Alpha Analytics Investment Group LLC, based in Los Angeles, CA, with 13 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 61 clients with $230M 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 - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees, including minimum fees, may be negotiated or waived. The basic annual fee schedule for assets reviewed but not under direct management is: 0.25% fee on the first $10,000,000, 0.20% fee thereafter.
Fee Estimator
Location
1901 Avenue of the Stars, Suite 1100, Los Angeles, CA, 90067
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Robert is the managing shareholder of a law firm he founded in 1982, dedicating about half their time. He is also a director of Wolfgang Puck Worldwide, Inc. and manager/president of two business consulting and bookkeeping firms, spending about 10-20% of their time and minimal time, respectively, on these activities.
Employment History
Current Registrations
Alpha Analytics Investment Group LLC
Previous Registrations
Alpha Analytics Investment Group LLC
State Registrations1 state
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