Robert Wycoff is a registered investment advisor at Brightorange Advisors, based in Altadena, CA, with 4 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 16 clients with $2M 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 | 1.00% |
Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into consideration the aggregate assets under management with the Advisor. Performance fee may be up to 20% of any gains in the Client account[s] for the year, subject to a high-water mark calculation.
Fee Estimator
Location
Altadena, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is the Owner/CEO of Raymond Hill Realty, spending about a quarter of his time on administrative and transactional tasks, showing properties, and speaking with clients. He is also a Director at Wycoff Real Estate Group, Inc. and a Consultant at RadSurg, a healthcare consulting firm, dedicating about 10-20% of his time and minimal time respectively to these roles.
Employment History
Current Registrations
Brightorange Advisors
Previous Registrations
Light Capital Management LLC
State Registrations1 state
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