Robert Challenger
Robert Challenger is a registered investment advisor at Tremont Street Advisors, LLC, based in League City, 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 87 clients with $69M 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 $3.0M | 2.00% |
| $3M+ | 1.00% |
Annual fee may be negotiable. When utilizing the programs offered through SIMC, the fees charged by Tremont Street Advisors are in addition to the fees charged by SIMC, which typically range from 0.10% - 1.25% of the portfolio’s average daily net assets.
Fee Estimator
Location
4440 W Main Street, League City, TX, 77573
Get directionsHistory
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 ActivitiesSells Insurance
Robert owns Tremont Street Insurance Services, LLC, dedicating about 10-20% of his time to insurance services. He is also a member of Tremont Street Financial Group, LLC, spending minimal time on training and administration, and a board member of Communities in Schools, Inc.
Employment History
Current Registrations
Tremont Street Advisors, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Princor Financial Services Corporation
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.