Robert Yrshus
Robert Yrshus is a registered investment advisor at Network 1 Financial Advisors INC., based in Red Bank, NJ, with 43 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 56 clients with $41M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Network 1 Financial Advisors charges an annual investment management fee based on the investment strategy used and the representative who brought you to the firm. The fee is calculated as a percentage of your assets.
- Allocation among mutual funds only: 0.75% of assets under management.
- All other allocation strategies: Up to 1.50% of assets under management. This includes strategies using SEI Investments Company's Managed Account Program and Integrated Managed Account Program, and AssetMark, Inc.'s investment platform.
An additional amount is added for the investment advisor representative, resulting in a total charge between 1.25% and 2.50%. This fee is pro-rated and paid quarterly, based on the market value of your assets at the end of the quarter. The firm may charge a lower fee at its discretion.
Location
2 Bridge Ave, Suite 241, Red Bank, NJ, 07701
Get directionsHistory
Regulatory History (10)
Regulatory
February 2017Regulatory
October 2014Judgment / Lien
December 2013Judgment / Lien
December 2013Judgment / Lien
August 2013Judgment / Lien
December 2012Judgment / Lien
June 2012Judgment / Lien
May 2012Judgment / Lien
March 2011Regulatory
December 2005Other Business ActivitiesSells Insurance
Robert is the president of Blue Sail Energy, Inc. and Headwall Ventures, Inc., and a member of Coastal Bend Capital LLC and Botimor Capital LLC. He also works as an agent for Alpha & Omega Insurance Agency and Serna Insurance Agency, selling auto, home, commercial, and life insurance, dedicating about 10-20% of his time to Alpha & Omega and a few hours per week to Serna.
Employment History
Current Registrations
Network 1 Financial Advisors INC.
Previous Registrations
Network 1 Financial Advisors INC.
Northgate Securities INC.Broker
F.N. Wolf & CO., INC.Broker
Sherwood Capital, INC.Broker
First Jersey Securities, INC.Broker
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.