Robert Scharar is a registered investment advisor at Fca CORP, based in Houston, TX, with 41 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 183 clients with $620M 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% |
| $1M+ | 0.99% |
For assets greater than $1,000,000, a percentage less than 1% per annum. The rate is negotiable.
Fee Estimator
Location
791 Town & Country Blvd., Suite 250, Houston, TX, 77024-3925
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2014Regulatory
November 2006Other 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
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.