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Robert Cheatham

Integrity Wealth Advisors, INC.
20 Years of Experience
Ventura, CA
View SEC Summary
View SEC Summary

Robert Cheatham is a registered investment advisor at Integrity Wealth Advisors, INC., based in Ventura, CA, with 20 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 832 clients with $290M in assets under management.

Integrity Wealth Advisors, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
832 clients
Average Client Portfolio
$343K average
Assets Under Management
$285.5M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Maximum annual fee for asset management is 1.50% and for comprehensive portfolio management is up to 1.75%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

196 S. Fir St., Suite 140, Ventura, CA, 93001

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History

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.

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Other Business Activities

Robert is the fundraising chair for Devil Pups, a youth program, since 2022. This non-investment related activity takes a few hours per week.

Employment History
Current Registrations
Integrity Wealth Advisors, INC.
February 2020 - Present · 6 yrs 8 mos
Previous Registrations
LPL Financial LLCBroker
April 2020 - September 2022 · 2 yrs 5 mos
MML Investors Services, LLCBroker
March 2017 - February 2020 · 2 yrs 11 mos
MML Investors Services, LLC
March 2017 - February 2020 · 2 yrs 11 mos
Msi Financial Services, INC.
November 2009 - March 2017 · 7 yrs 4 mos
Msi Financial Services, INC.Broker
July 2009 - March 2017 · 7 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2006 - January 2009 · 2 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2006 - January 2009 · 2 yrs 11 mos
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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