Robasciotti & Philipson

Robasciotti & Philipson

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870 Market Street Suite 1275

San Francisco, CA 94102

415-986-5500

robasciotti.com

No. advisers: 6

AUM: $125,000,000

Asset Breakdown

Staff
Employees 6
Clients
High-net-worth individuals 26-50%
Financial planning clients 101-250
High-net-worth client assets More than 75%
Compensation
Percentage of assets under management Yes
Hourly charges Yes
Subscription fees No
Fixed fees Yes
Commissions No
Performance-based fees No
Total AUM Total Accounts Avg. Account AUM
Discretionary $125,000,000 471 $265,393
Non-discretionary 0 0 $0
Total $125,000,000 471 $265,393

Thank you, Ken Fisher?

October 11, 2019 - Thank you, Ken Fisher, for shining a light on critically important issues. Mr. Fisher, founder and chairman of Fisher Investments, has been called out loudly for offensive comments he made at the Tiburon CEO Summit this week in San Francisco. Alex Chalekian,...

Ken Fisher's crude comments drag Tiburon CEO Summit into the mud

October 9, 2019 - In the age of #MeToo movements and campaigns for diversity and inclusion across the financial services industry, Ken Fisher, founder and chairman of Fisher Investments, has been accused of brazenly violating the limits of good taste and decorum during...

    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

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*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.

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