Theo Meer is a registered investment advisor at Robotti & Company Advisors, LLC, based in New York, NY, with 13 years of industry experience. Theo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 251 clients with $880M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Robotti & Company Advisors offers investment management services with fees based on a percentage of your portfolio's value. The annual fee typically ranges from 1% to 2%. The Select Value Strategy has a fee of 0.90% to 1.20% per year. Some accounts may be charged a performance-based incentive fee. Wrap Fee accounts are also offered with fees ranging from 1.00% to 2.00% annually, depending on the amount invested.
Location
125 Park Avenue, Suite 1607, New York, NY, 10017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Theo works as a research analyst for Robotti & Company Advisors, LLC, a registered investment advisor. This takes about a quarter of his time and is focused on company-specific research.
Employment History
Current Registrations
Robotti & Company Advisors, LLC
Robotti Securities, LLCBroker
State Registrations2 states
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