Robert Lapolla
Robert Lapolla is a registered investment advisor at Strategas Asset Management, LLC, based in New York, NY, with 13 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. Their firm serves 17 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
SAM typically charges a fee for Portfolio Management Services on a quarterly basis at an annual rate of 0.50% of the value of the client assets in the account managed by SAM. However, SAM’s fee is negotiable, and SAM has clients who pay less than that rate, including clients who retained SAM for Portfolio Management Services prior to November 1, 2018, and clients who retain SAM to provide Portfolio Management Services on a sub-advisory basis through Platforms.
Fee Estimator
Location
52 Vanderbilt Avenue, 19th Floor, New York, NY, 10017
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 Activities
Robert is an investor and LLC member of 3R's and MAR LLC since April 2024, dedicating minimal time to this non-investment related activity.
Employment History
Current Registrations
Strategas Asset Management, LLC
Strategas Securities, LLC DBA Strategas Research PartnersBroker
Previous Registrations
Brown Brothers Harriman & CO.Broker
State Registrations3 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.