Robert Bernstein is a registered investment advisor at Rgb Capital Group, based in San Diego, CA, with 16 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 107 clients with $86M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RGB Capital Group offers two tiers of investment services:
Tier One (Discretionary Portfolio Management): Fees are based on a percentage of your portfolio's value and will not exceed 1.75% annually. The advisory fee may be negotiable.
Tier Two (Self-Managed): You manage your own portfolio with limited support from RGB. The annual fee is 0.1% of your portfolio's value, including cash and money market funds. This fee is also negotiable.
Location
San Diego, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is the President of the San Diego Chapter of the American Association of Individual Investors (AAII), a non-profit investment education organization, since 2013. He spends a few hours per week organizing meetings, scheduling speakers, and managing chapter activities.
Employment History
Current Registrations
Rgb Capital Group
State Registrations3 states
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