RB
RB

Robert Budraitis

15 Years of Experience
San Antonio, TX
Broker

Robert Budraitis is a registered investment advisor at Empower Advisory Group, LLC, based in San Antonio, TX, with 15 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 250,707 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1613 advisors
Number of Clients
250,707 clients
Average Client Portfolio
$635K average
Assets Under Management
$159.1B

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.50%
$100K - $250K0.40%
$250K - $400K0.30%
$400K+0.20%

EAG reserves the right to offer discounted fees or waive periodic fees.

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

San Antonio, TX

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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 a co-owner and partner in ASVB LLC, an online retailer specializing in print-on-demand products.

Employment History
Current Registrations
Empower Advisory Group, LLC
July 2023 - Present · 2 yrs 10 mos
Empower Financial Services, INC.Broker
November 2022 - Present · 3 yrs 6 mos
Empower Financial Services, INC.
November 2022 - Present · 3 yrs 6 mos
Previous Registrations
Charles Schwab & CO., INC.
May 2020 - November 2021 · 1 yr 6 mos
Charles Schwab & CO., INC.Broker
May 2020 - November 2021 · 1 yr 6 mos
USAA Investment Management Company
January 2018 - May 2020 · 2 yrs 4 mos
USAA Financial Advisors, INC.Broker
September 2011 - May 2020 · 8 yrs 8 mos
USAA Financial Planning Services
September 2011 - January 2018 · 6 yrs 4 mos
Waddell & Reed, INC.
November 2007 - November 2009 · 2 yrs
Waddell & Reed, INC.Broker
October 2007 - November 2009 · 2 yrs 1 mo
State Registrations45 states
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AdvisorBrokerBoth

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.
Robert Budraitis - Financial Advisor | TrueAdvisor