Robert Robinson is a registered investment advisor at Cosmos Wealth, LLC, based in El Segundo, CA, with 11 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 7 more. Their firm serves 60 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Annual fee is up to 1.20% and is assessed monthly in arrears based on the daily average balance. Fees can be structured as a flat percentage or tiered schedule. Subject to a $1,000 minimum annual fee.
Fee Estimator
Location
2100 East Grand Avenue, Suite 100, Suite 200, El Segundo, CA, 90245
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 →Employment History
Current Registrations
Cosmos Wealth, LLC
Previous Registrations
Tru Independence Asset Management 2, LLC
Checchi Capital Advisers, LLC
Svb Wealth
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
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
More Advisors
- David Dewolf, CFPQuantum Financial Advisors, LLC
- Kenneth Cole, CFPMariner
- Britt Joyce, CFARegatta Capital Group, LLC
- Or Pikary, CFP, PFSMariner
- Kerry Pierce, CFPCetera Investment Advisers LLC
- John Williams, CFPCitizens Securities, INC.