Robert Machado
Robert Machado is a CFP-designated registered investment advisor at Compass Rose Financial Planning & Investment Management, based in Palm Springs, CA, with 12 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 6 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.65% |
| $3M+ | 0.65% |
Fees are negotiable for accounts over $3,000,000. This fee schedule applies to new clients only. Legacy clients are subject to the fee schedule specified in their advisory agreement.
Fee Estimator
Contact
Robert Machado
Location
333 North Palm Canyon Drive, Suite 112A, Palm Springs, CA, 92262
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 →Employment History
Current Registrations
Compass Rose Financial Planning & Investment Management
Previous Registrations
Compass Rose Financial Planning
Linsco/private Ledger CORP.
Ameriprise Financial Services, INC.
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.
Exams
Additional Information
Graduate of West Point, United States Military Academy - 1973