Robert Wolter
Robert Wolter is a registered investment advisor at Stratos Wealth Partners, LTD, based in San Diego, CA, with 46 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 4 more. Their firm serves 21,699 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stratos Wealth Partners (SWP) offers investment management through Strategic Wealth Management (SWM) accounts and other advisor-managed, non-wrap accounts.
With SWM and other advisor-managed, non-wrap accounts, you'll pay an advisory fee to SWP, plus transaction charges for each trade. The maximum annual advisory fee is 2.0% of the assets managed. In limited cases, SWP may apply a flat fee to provide asset management services, but the maximum flat fee will be no more than 2.0% of the assets under management.
A minimum account value of $10,000 is required for SWM and other advisor-managed, non-wrap accounts; however, in certain instances, the minimum account size may be lower.
Location
12348 High Bluff Drive STE 200, San Diego, CA, 92130
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2008Other Business Activities
Robert operates under Brown Wealth Management and Stratos Wealth Partners, both DBAs for his LPL business, dedicating full-time hours to these activities. He also provides investment advisory services through Stratos Wealth Partners, an independent investment advisor firm, spending full-time hours on this as well.
Employment History
Current Registrations
Stratos Wealth Partners, LTD
Previous Registrations
Stratos Wealth Partners, LTD
LPL Financial LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
U.S. Bancorp Piper Jaffray INC.
U.S. Bancorp Piper Jaffray INC.Broker
Painewebber IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.