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Roberto Santos

Arrowroot Family Office, LLC
22 Years of Experience
Marina Del Rey, CA
1 Disclosure
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Roberto Santos is a registered investment advisor at Arrowroot Family Office, LLC, based in Marina Del Rey, CA, with 22 years of industry experience. Roberto operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 1,415 clients with $430M in assets under management.

Arrowroot Family Office, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
1,415 clients
Average Client Portfolio
$304K average
Assets Under Management
$430.7M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10.0M1.00%
$10.0M - $30.0M0.90%
$30M+0.75%

Smaller accounts under $500,000 may be charged a higher fee rate, and fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4553 Glencoe Avenue, Suite 200, Marina Del Rey, CA, 90292

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History

Regulatory History (1)
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Criminal
February 1999
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Roberto is a Managing Partner at Vitreous Partners Holdings, LLC, CEO of Vitreous Partners, LLC and Arrowroot Partners, LLC, and Managing Director at Arrowroot Advisors, LLC, dedicating significant time to these roles. He also serves as a Board Member at GL Concepts, spending minimal time on this activity.

Employment History
Current Registrations
Arrowroot Family Office, LLC
October 2013 - Present · 13 yrs
Previous Registrations
Arrowroot Partners, LLCBroker
August 2015 - August 2020 · 5 yrs
Salem Partners LLCBroker
August 2011 - August 2013 · 2 yrs
J.P. Morgan Securities LLC
July 2004 - July 2011 · 7 yrs
J.P. Morgan Securities LLCBroker
June 2004 - July 2011 · 7 yrs 1 mo
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.
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