Ian Robertson
Ian Robertson is a CFA-designated registered investment advisor at Odlum Brown USA Investment Management Limited, based in Vancouver, British Columbia, with 20 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 238 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Odlum Brown USA's advisory fees are determined on a case-by-case basis between their portfolio managers and their clients, based on the value of the client's portfolio. The maximum annual percentage is 2%. Fees are payable monthly, based on the portfolio's value at the end of the month.
Location
1100-250 Howe Street, Vancouver, British Columbia, V6C 3S9
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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
Ian is a book reviewer for the CFA Institute, a non-profit organization. He spends minimal time reviewing non-mainstream investment books for publication on the CFA Institute's website.
Employment History
Current Registrations
Odlum Brown USA Investment Management Limited
State Registrations6 states
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