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Robert Torres

Portside Wealth Group, LLC
15 Years of Experience
Salt Lake City, UT
1 Disclosure
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Robert Torres is a registered investment advisor at Portside Wealth Group, LLC, based in Salt Lake City, UT, 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 Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 6,475 clients with $1.4B in assets under management.

Portside Wealth Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
56 advisors
Number of Clients
6,475 clients
Average Client Portfolio
$221K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual portfolio management fees range from 0% to 2.00% depending on asset size, complexity, and administration level. Fees are negotiable.

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

Salt Lake City, UT

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
July 2024
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Portside Wealth Group, LLC
August 2026 - Present · 2 mos
Previous Registrations
Charles Schwab & CO., INC.
August 2021 - July 2023 · 1 yr 11 mos
Charles Schwab & CO., INC.Broker
August 2021 - July 2023 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2020 - May 2021 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2020 - May 2021 · 1 yr 1 mo
Charles Schwab & CO., INC.
December 2015 - April 2020 · 4 yrs 4 mos
Charles Schwab & CO., INC.Broker
December 2015 - April 2020 · 4 yrs 4 mos
E*trade Capital Management, LLC
February 2011 - November 2015 · 4 yrs 9 mos
E*trade Securities LLCBroker
July 2009 - November 2015 · 6 yrs 4 mos
Fidelity Brokerage Services LLCBroker
January 2008 - June 2009 · 1 yr 5 mos
State Registrations1 state
UT
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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