Robert Straus is a registered investment advisor at Focused Alpha, LLC, based in Denver, CO, with 33 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 518 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Focused Alpha offers investment management services through a wrap fee program, where brokerage commissions and transaction costs are included in the overall fee. The specific fee structure is detailed in the Focused Alpha, LLC Wrap Fee Program Brochure.
Location
1401 Lawrence Street, Suite 1600, Denver, CO, 80202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Robert is the Founder and CEO of Polar Lights Publishing, LLC, working as a writer/speaker. He dedicates about 10-20% of his time to this non-investment related activity.
Employment History
Current Registrations
Focused Alpha, LLC
Previous Registrations
Charles Schwab & CO., INC.Broker
Schwab Wealth Advisory, INC.
Icon Advisers, INC.
Icon Distributors, INC.Broker
Charles Schwab & CO., INC.Broker
Meridian Clearing CORP.Broker
Charles Schwab & CO., INC.Broker
Salomon Brothers INC.Broker
Kalb, Voorhis & CO.Broker
Dean Witter Reynolds INC.Broker
Sanwa - Bgk Securities CO., L.P.Broker
Mabon, Nugent & CO.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.