Robert Cooke is a registered investment advisor at Broxton Capital Advisors, based in Los Angeles, CA, with 20 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 52 clients with $31M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
52 clients
Average Client Portfolio
$591K average
Assets Under Management
$30.7M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1063 Gayley Ave, Los Angeles, CA, 90024

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Robert assists development stage companies through San Juan Incubators. This activity is not investment-related.

Employment History
Current Registrations
Broxton Capital Advisors
June 2012 - Present · 13 yrs 10 mos
Previous Registrations
Hudson Cooper Asset Management, INC.
February 2015 - April 2021 · 6 yrs 2 mos
Broxton Capital Advisors LLC
November 2005 - June 2012 · 6 yrs 7 mos
State Registrations2 states
CAPR
Advisor

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.

Exams
No exam information available for this advisor.
Robert Cooke - Financial Advisor | TrueAdvisor