RB
CFP
RB
CFP

Robert Brauer

11 Years of Experience
Irving, TX
May Earn Commission

Robert Brauer is a CFP-designated registered investment advisor at Snider Advisors, based in Irving, TX, with 11 years of industry experience. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 357 clients with $230M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
357 clients
Average Client Portfolio
$639K average
Assets Under Management
$228.1M

Fee Structure

Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M2.00%
$2.0M - $5.0M1.50%
$5M+1.00%

Rates reflect Snider Advisors Asset Management. Other programs include AutoPilot (0.75% up to $1.5M, 0.50% above), Concentrated Stock Management (0.50%), and Chrisilis Investment Management (0.50%). Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

100 Decker Court, Suite 120, Irving, TX, 75062

Get directions

History

Regulatory History
Clean regulatory record

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
Snider Advisors
November 2014 - Present · 11 yrs 11 mos
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.
More Advisors