Brian Roberts is a CFA-designated registered investment advisor at Roberts Wealth Advisors, LLC, based in Menlo Park, CA, with 12 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 140 clients with $390M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $17.5M | 0.50% |
| $17.5M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Location
1550 El Camino Real, Suite 275, Menlo Park, CA, 94025
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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 →Employment History
Current Registrations
Roberts Wealth Advisors, LLC
Previous Registrations
Nelson Roberts Investment Advisors, LLC
Nelson Capital Management
State Registrations3 states
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