Robert Seltzer
Robert Seltzer is a PFS-designated registered investment advisor at Womack Wealth Management, INC., based in Manhattan Beach, CA, with 12 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 196 clients with $400M 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 $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $50.0M | 0.30% |
| $50M+ | 0.30% |
Fees negotiable for accounts over $50,000,000.
Fee Estimator
Location
904 Manhattan Ave, Suite 9, Manhattan Beach, CA, 90266
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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 is the sole owner of Seltzer Business Management, Inc., a California C-Corp providing tax and business management services. He anticipates splitting his work hours between this company and Womack Wealth Management, Inc., potentially with a higher emphasis on the latter in the future.
Employment History
Current Registrations
Womack Wealth Management, INC.
State Registrations3 states
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