Hector Robles
Hector Robles is a registered investment advisor at Jrs Investments and Wealth Preservation, LLC, based in Fullerton, CA, with 17 years of industry experience. Hector operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 172 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.75% |
All fees are negotiable. For accounts under $25,000, fees are negotiable, but will not be greater than 2%.
Fee Estimator
Location
Fullerton, CA
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2017Other Business ActivitiesSells Insurance
Hector is licensed in life and health insurance in Hawaii and California. He also handles inbound customer service calls and sales of accounts receivable for TransWest Capital, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Jrs Investments and Wealth Preservation, LLC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations2 states
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.