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Robert Wussler

6 Years of Experience
Los Angeles, CA

Robert Wussler is a registered investment advisor at Manhattan West Asset Management, LLC, based in Los Angeles, CA, with 6 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, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 383 clients with $1.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
383 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$3M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Non-wrap account fees range from 0.25% to 2% annually, depending on account complexity and asset size. Fees are subject to the firm's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1999 Avenue of the Stars, Suite 3000, Los Angeles, CA, 90067

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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.

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Employment History
Current Registrations
Manhattan West Asset Management, LLC
April 2020 - Present · 6 yrs 6 mos
State Registrations2 states
CACT
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.
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