Robert Balopole
Robert Balopole is a CFA-designated registered investment advisor at Balopole Investment Management Corporation, based in San Mateo, CA, with 25 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 34 clients with $32M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
On occasion, BIMC will agree to exempt a specific asset from the fee calculation if the client does not wish BIMC to actively manage that asset. Such modifications to the standard fee are negotiable.
Fee Estimator
Location
1611 Borel Pl Ste 1, San Mateo, CA, 94402
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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 Activities
Robert is an agent for WYMAC Capital, Inc., a mortgage broker, since 2002. He solicits and assists individuals in obtaining new mortgages, dedicating minimal time to this business.
Employment History
Current Registrations
Balopole Investment Management Corporation
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.