Robert Astin is a registered investment advisor at Pacific Wealth Advisory, LLC, based in Spokane Valley, WA, 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 61 clients with $21M 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 $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
For income portfolios the annual management fee shall be no greater than 0.8%. The annual fee may be negotiable.
Fee Estimator
Location
12121 E Broadway Ave, Bldg 5A, Spokane Valley, WA, 99206
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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 →Other Business Activities
Robert is a partner at Thrive CPA, PLLC, a CPA firm, since January 2024. He dedicates nearly full-time hours to this role, including time during securities trading hours, and will offer CPA services to clients.
Employment History
Current Registrations
Pacific Wealth Advisory, LLC
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.