Robert Strauss is a CFA-designated registered investment advisor at Orleans Capital Management CORP, based in Mandeville, LA, with 7 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 116 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Orleans Capital Management's advisory fee is paid quarterly, based on the market value of your investments at the end of the previous quarter. The fees can vary based on factors like the type and amount of assets, the complexity of the engagement, and the scope of services. OCM may agree to a fixed fee arrangement or a different billing interval.
Location
830 West Causeway Approach, Suite 1200, Mandeville, LA, 70471
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Orleans Capital Management CORP
Previous Registrations
StephensBroker
Wachovia Securities, INC.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.