Roberto Santos
Roberto Santos is a registered investment advisor at Arrowroot Family Office, LLC, based in Marina Del Rey, CA, with 21 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1,433 clients with $370M 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 $10.0M | 1.00% |
| $10.0M - $30.0M | 0.90% |
| $30M+ | 0.75% |
In the Adviser’s discretion, accounts may be charged lower rates than stated in the above fee schedule and smaller accounts (under $500,000) may be charged a higher fee rate.
Fee Estimator
Location
4553 Glencoe Avenue, Suite 201, Marina Del Rey, CA, 90292
Get directionsHistory
Regulatory History (1)
Criminal
February 1999Other 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
Previous Registrations
Arrowroot Partners, LLCBroker
Salem Partners LLCBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
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.