Robert Shopes is a CFP-designated registered investment advisor at Favrile Financial, based in Del Mar, CA, 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 Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 13 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Favrile Financial charges an annual fixed fee of up to $12,000 for wealth management services, which are paid monthly in arrears. Total fees charged will not exceed 3% of your portfolio annually. Fees are prorated for the first month and may be negotiable at the firm's discretion.
Location
Del Mar, CA
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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 →Other Business Activities
Robert owns and operates TeraBio, an eBay store that buys and resells used goods, since 2000. He spends about half his time on this business, with some of those hours occurring during securities trading hours.
Employment History
Current Registrations
Favrile Financial
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
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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