Robert Jersin is a CFA-designated registered investment advisor at Jersin Financial Services, based in Danville, CA, with 15 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 52 clients with $78M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $5.0M | 1.00% |
| $5M+ | 0.85% |
Fee Estimator
Location
931 Hartz Way, Ste. 120, Danville, CA, 94526
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Robert is the president of Jersin Financial Services, Inc., a CPA firm providing income tax preparation services since 2003. Robert dedicates about half of his time to the tax business.
Employment History
Current Registrations
Jersin Financial Services
State Registrations1 state
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