Robert Staudacher is a registered investment advisor at Market Street Advisors, LLC, based in Kirkland, WA, 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 High Net Worth.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Market Street Advisors does not manage your investments directly. Instead, they connect you with UBS Financial Services. UBS will pay Market Street Advisors a portion of the investment advisory fee you pay to UBS. This referral fee is 30% of your investment advisory fee, after deducting fees paid to third-party investment managers and internal management expenses. The amount you pay UBS depends on the specific program you choose, the amount you invest, and any negotiated fee.
Location
910 Market Street, Kirkland, WA, 98033
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is an active CPA and sole owner of Robert Staudacher CPA & Associates, PS, spending nearly full-time hours providing tax and accounting services. He also owns several single-family rental properties and spends a few hours per week as a solicitor for Market Street Advisors, referring potential investors to other RIAs.
Employment History
Current Registrations
Market Street Advisors, LLC
State Registrations4 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.