Robert Glatt
Robert Glatt is a registered investment advisor at Glatt and Associates, LLC, based in Moorpark, CA, with 23 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 24 clients with $27M 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 $100K | Included |
| $100K - $249K | 1.75% |
| $249K - $499K | 1.50% |
| $499K - $999K | 1.25% |
| $999K+ | 1.10% |
Fees are negotiable. Accounts less than $100,000 are charged a flat annual fee of $1,750.
Fee Estimator
Location
Moorpark, CA
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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 works as a business coach and provides CFO consulting services. He also engages in insurance activities and has an active insurance license.
Employment History
Current Registrations
Glatt and Associates, LLC
Previous Registrations
Glatt and Associates, LLC
Glatt and Associates, LLC
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.