RS
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Robert Scharar

42 Years of Experience
Houston, TX
2 Disclosures

Robert Scharar is a registered investment advisor at Fca CORP, based in Houston, TX, with 42 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Estate Planning, Insurance Planning, and 4 more. Their firm serves 183 clients with $620M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
183 clients
Average Client Portfolio
$3.4M average
Assets Under Management
$623.1M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1M+0.99%

Rates are negotiable. For assets of $1,000,000 or less, the rate is 1.0% per annum, and for assets greater than $1,000,000, the rate is less than 1% per annum.

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

791 Town & Country Blvd., Suite 250, Houston, TX, 77024-3925

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History

Regulatory History (2)
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Customer Dispute
December 2014
Settled
Regulatory
November 2006
Final
Other Business Activities

Robert is a director or president of several entities, including First Commonwealth Holdings Corp, NICO Holdings LTD, AFRICAP, LLC, Commonwealth International Series Trust, First Commonwealth Mortgage Trust, Holly Mortgage Trust, and IVY Realty Trust. Serving on these boards represents about 10-20% of his time.

Employment History
Current Registrations
Fca CORP
August 1984 - Present · 42 yrs 2 mos
State Registrations1 state
TX
Advisor

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.

Exams
No exam information available for this advisor.
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