Sonia Joao is a registered investment advisor at Robertson Investment Management, based in Houston, TX, with 6 years of industry experience. Sonia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1,078 clients with $270M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
8 advisors
IM Fee
Planning only
Assets Under Management
$273.1M
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Location
919 Milam St, Suite 500, Houston, TX, 77002
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Robertson Investment Management
August 2020 - Present · 5 yrs 8 mos
Previous Registrations
Sizemore Capital Management, LLC
January 2020 - August 2020 · 7 mos
State Registrations5 states
CACOLANYTX
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.