Roberto Ventura is a registered investment advisor at Strong Bridge Advisors LLC, based in San Francisco, CA, with 1 years of industry experience. Roberto operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 57 clients with $35M 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 | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable based on factors including size of the investment, complexity of the portfolio, or prior relationship with our Firm. Performance fee is 25% of profits above a 4% hurdle rate for qualified clients.
Fee Estimator
Location
San Francisco, CA
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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
Roberto is involved in software research and development for investment through Tekton Ind Com Ser Ltda. This activity is not investment-related.
Employment History
Current Registrations
Strong Bridge Advisors LLC
State Registrations1 state
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