Robert Garcia is a CFP-designated registered investment advisor at Corvus Wealth Advisors LLC, based in Templeton, CA, with 28 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 474 clients with $870M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Corvus Wealth Advisors offers investment management services where fees are based on a percentage of the value of your portfolio.
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Financial Life Management:
- First $1,000,000: 1.00% per year
- $1,000,000.01 - $3,000,000: 0.75% per year
- $3,000,000.01 - $5,000,000: 0.50% per year
- Over $5,000,000.01: 0.35% per year
- Minimum annual fee of $5,000
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Investment Management Only:
- First $1,000,000: 0.80% per year
- $1,000,000.01 - $3,000,000: 0.50% per year
- $3,000,000.01 - $5,000,000: 0.40% per year
- Over $5,000,000.01: 0.30% per year
- Minimum annual fee of $4,000
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Non-Profit 501(c)(3) Investment Management:
- First $5,000,000: 0.50% per year
- Over $5,000,000.01: 0.25% per year
- Minimum annual fee of $2,500
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Tactical Cash Management Strategy:
- All Assets: 0.25% per year
- Minimum annual fee of $1,000
Location
615 S. Main Street, Suite A, Templeton, CA, 93465
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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.
Learn about disclosures →Other Business Activities
Robert owns commercial and vacation rental real estate since 2012, none of which are clients. He is also a board member with the Cuesta College Foundation and the Community Foundation of San Luis Obispo County.
Employment History
Current Registrations
Corvus Wealth Advisors LLC
Previous Registrations
Garcia Wealth Management Group, INC.
LPL Financial LLCBroker
LPL Financial LLC
Wachovia Securities, INC.
Wachovia Securities, INC.Broker
State Registrations2 states
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