Robert Valenzuela
Robert Valenzuela is a registered investment advisor at Hoainvest LLC, based in Palm Desert, CA, with 11 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees will not exceed 2.00% annually and are based on the size of the client relationship, scope, and complexity. Clients also pay a $50 annual account fee for administrative expenses, which may be waived.
Fee Estimator
Location
73575 El Paseo, Suite 2300, Palm Desert, CA, 92260
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 works as a Senior Financial Advisor at Keystone Private Wealth, dedicating nearly full-time hours to financial planning and portfolio management. He also works as an insurance agent providing insurance advice through Fixed Insurance and PKSF, though these activities require minimal time.
Employment History
Current Registrations
Hoainvest LLC
Purshe Kaplan Sterling InvestmentsBroker
Keystone Private Wealth
Previous Registrations
Householder Group Estate & Retirement Specialists
LPL Financial LLCBroker
Edward Jones
Edward JonesBroker
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
State Registrations8 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.
Exams
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