Robert Stamm
Robert Stamm is a CFP-designated registered investment advisor at Eversource Wealth Advisors, LLC, based in Chandler, AZ, with 12 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, Business Owners, Charitable Giving, Corporate Executives, and 10 more. Their firm serves 4,338 clients with $5.1B 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 | 2.00% |
| $3M+ | 2.00% |
Fees are subject to negotiation and vary among advisors. Rates for assets over $3,000,000 are separately negotiated.
Fee Estimator
Location
25 South Arizona Place, Floor 5, Chandler, AZ, 85225
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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 →Other Business ActivitiesSells Insurance
Robert is the owner of RS Stamm Consulting, LLC, a financial planning and asset management firm, dedicating nearly full-time hours to it. He is also co-owner of Stamberg, LLC and RERSS Holdings, LLC, and owner of Oasis Bucking Bulls, LLC, spending minimal time on each.
Employment History
Current Registrations
Eversource Wealth Advisors, LLC
Previous Registrations
Strategic Income Group LLC
State Registrations2 states
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
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