Robert Pascarella is a registered investment advisor at Peerless Wealth, based in Spring, TX, with 2 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 178 clients with $100M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
For option trading, the annual advisory fee is 2.50% with no minimum or maximum portfolio size. Fees may be negotiable.
Fee Estimator
Location
Spring, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert works full-time as an engineer for Entergy Services, Inc. and spends about half his time as a Research & Trading Analyst for Premium Capture, LP. He also works about 10-20% of his time as a co-portfolio manager for Peerless ETFs, LLC.
Employment History
Current Registrations
Peerless Wealth
State Registrations1 state
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