Roberts Wealth Advisors

Wealth Management Firm in East Palo Alto, CA

Firm Info
Address: 855 El Camino Real #311 Building 5, Palo Alto, CA 94301, USA
Phone: (650) 240-2410

Firm Size
Assets Under Management: $299.1 million
# of Advisors: 4
# of Clients: 283
Client to Advisor Ratio: 71:1
Average Account Size: $1.1 million
# of Offices: 1

Services Offered
  • Portfolio Management for Individuals & Small Businesses
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Other Investment Advisors
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)

Get Connected with a Financial Advisor

* required fields

Roberts Wealth Advisors, LLC Overview

: Roberts Wealth Advisors, LLC is a Fee Only registered investment advisory firm based in Palo Alto, CA. Founded in 2020, the firm provides investment advice only services to their clients. The firm offers portfolio management services to individuals and small business clients, helping them achieve their financial goals by managing their investment portfolios. The firm takes a comprehensive approach to portfolio management, working closely with clients to understand their needs and objectives. In addition to their portfolio management services, Roberts Wealth Advisors also offers subadviser services to their clients. This allows clients to invest in a variety of funds managed by other investment advisers, providing additional diversification for their portfolios. The firm is committed to providing their clients with personalized investment advice and strategies that are tailored to meet their unique needs and goals. Their team of experienced investment professionals are dedicated to helping their clients achieve financial success and peace of mind. Overall, Roberts Wealth Advisors is a top-tier investment advisory firm that provides a comprehensive range of fee-only investment advisory services. With their expert portfolio management and subadviser services, the firm is well-equipped to help individuals and small businesses achieve their financial objectives and navigate the ever-changing investment landscape.

Robert's Wealth Advisors, LLC serves a wide variety of clients, including individuals, high net worth individuals, pension or profit sharing plans, charitable organizations and other investment advisors. Additionally, they cater to other corporation types not listed. All these clients have different investment needs, and Robert's Wealth Advisors, LLC takes pride in understanding these distinct requirements and providing tailored solutions to each of them. When it comes to fee structures, Robert's Wealth Advisors, LLC offers different payment modes depending on the services that they provide. For example, a percentage of Assets Under Management (AUM) is a common fee structure for investment advisers. AUM is the total market value of all the assets that the investment adviser manages on behalf of their clients. Therefore, the adviser's fee is calculated as a percentage of AUM. Other fee structures available to clients may include fixed fees, hourly rates, or performance-based fees. Performance-based fees are those that are calculated based on the performance of the client's portfolio, typically charged as a percentage of the profits or gains made. Overall, Robert's Wealth Advisors, LLC provides various fee options to ensure that clients find a structure that suits their budget and aligns with their investment goals.

Typical Clients, Fee Structures & Investment Minimum

According to the note in their Part 2 Brochure, Roberts Wealth Advisors, LLC does not have an investment minimum for any of their services.

How This Office Can Help East Palo Alto, CA Residents

Roberts Wealth Advisors is a financial advisory firm that specializes in assisting clients in East Palo Alto, CA, with their financial concerns. The firm provides comprehensive financial planning services that help clients develop effective strategies to manage their wealth and achieve their long-term goals. East Palo Alto is a diverse and dynamic community located in the heart of Silicon Valley, where residents face unique financial challenges. Many residents work in the tech industry and have complex compensation structures that require specialized expertise to navigate. Additionally, the high cost of living in the area means that individuals and families need to plan carefully to ensure their financial security. Roberts Wealth Advisors understands the unique financial situation of East Palo Alto residents and provides customized financial planning solutions to help them achieve their goals.

To view the Minimum Investment and Fee Schedule for Roberts Wealth Advisors, LLC, visit their Part 2 Brochure.

Services Offered by Roberts Wealth Advisors, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Roberts Wealth Advisors, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 855 El Camino Real #311 Building 5, Palo Alto, CA 94301, USA
Phone (650) 240-2410
Directions
Google My Business Reviews:

Other Office Locations

This firm has no other locations.

State Registrations

Roberts Wealth Advisors, LLC is registered to service clients in the following states:

  • California
  • Texas
  • Utah
  • Washington

Disciplinary History

Roberts Wealth Advisors, LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Integrated Wealth Management FAQs