Robert Schultz is a CFP, ChFC-designated registered investment advisor at Argos Global Advisors, LLC, based in Santa Barbara, CA, with 17 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management, Socially Responsible Investing. Their firm serves 1 clients with $13M 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 | 1.00% |
Management fee ranges from 1% to 2% annually depending on the fund or investor class, and non-qualified clients may be charged up to 3% annually in lieu of performance allocations. Argos also charges a performance allocation of 15% to 20% of net profits, subject to a high-water mark.
Fee Estimator
Location
812 Anacapa Street, Santa Barbara, CA, 93101
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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 →Employment History
Current Registrations
Argos Global Advisors, LLC
Omega Financial Group, LLC
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors, LLC
State Registrations1 state
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
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