Robert Ostapower
Robert Ostapower is a CFP-designated registered investment advisor at Networth Financial Services, LLC, based in Johns Creek, GA, 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, Investment Management, Retirement Planning. Their firm serves 105 clients with $120M 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 $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $750K | 1.25% |
| $750K - $1000K | 1.10% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $6.0M | 0.65% |
| $6.0M - $7.0M | 0.60% |
| $7M+ | 0.60% |
Fees negotiable for accounts over $7,000,000.
Fee Estimator
Location
11255 Parsons Road, Suite 200, Johns Creek, GA, 30097
Get directionsHistory
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 involved in several business activities, including Johns Creek Wealth Management LLC (DBA for insurance and LPL business, and tax prep/accounting), North Pointe Tax Services Inc., real estate rental, and NetWorth Financial Services LLC (Registered Investment Advisor Hybrid). He spends about 10-20% of his time providing investment advisory services through Networth Financial Services, LLC.
Employment History
Current Registrations
Networth Financial Services, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Questar Asset Management, INC.
Questar Capital CorporationBroker
NFP Securities, INC.
NFP Securities, INC.Broker
1717 Capital Management Company
1717 Capital Management CompanyBroker
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.