Robert Hagstrom
Robert Hagstrom is a CFA-designated registered investment advisor at Equitycompass Investment Management, LLC, based in Vero Beach, FL, with 24 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 158 clients with $220M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3150 Cardinal Drive, Suite 101, Vero Beach, FL, 32963
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is an author for John Wiley & Sons, Inc., dedicating minimal time to writing books. His compensation is based on royalties.
Employment History
Current Registrations
Equitycompass Investment Management, LLC
Previous Registrations
Legg Mason Investment Counsel, LLC
Legg Mason Capital Management, LLC
Legg Mason Focus Capital, INC.
State Registrations2 states
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