Robert Berntson
Robert Berntson is a registered investment advisor at Berntson Porter Wealth Management, LLC, based in Bellevue, WA, with 24 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.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
11100 NE 8th St, Suite 400, Bellevue, WA, 98004
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is a managing member of Corporate Advisory Legacy, LLC, a holding company, spending a few hours per week. He is also a managing member of Healthaware, LLC and B Family, LLC, both entities formed to hold personal investments, requiring minimal time.
Employment History
Current Registrations
Berntson Porter Wealth Management, LLC
State Registrations1 state
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