Robert Castillo
Robert Castillo is a CFP-designated registered investment advisor at Gerber Kawasaki Wealth & Investment Management, based in Santa Monica, 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, Business Owners, Education Planning, Estate Planning, and 6 more. Their firm serves 9,624 clients with $4.1B 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 $250K | 1.50% |
| $250K+ | 1.00% |
Fees are subject to negotiation. Family household accounts may be combined to reach breakpoints.
Fee Estimator
Location
2437 Main Street, Santa Monica, CA, 90405
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 is involved with Gerber Kawasaki Insurance Services, selling non-variable insurance and dedicating about 10-20% of his time. He also refers clients to GK Tax and Accounting and acts as a liaison between the client and CPA, spending minimal time on this activity.
Employment History
Current Registrations
Gerber Kawasaki Wealth & Investment Management
Previous Registrations
LPL Financial LLCBroker
Sagepoint Financial, INC.Broker
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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