Robert Bamberger is a registered investment advisor at The Stewardship Center, INC., based in St Louis, MO, 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 Estate Planning, Retirement Planning. Their firm serves 69 clients with $150M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable. Clients outside the St. Louis, Missouri area or who request representation at out-of-town conferences may be charged up to 1.5%.
Fee Estimator
Location
St Louis, MO
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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 is the president of Renaissance Realty Group, Inc., working as a real estate broker. This activity requires minimal time and is compensated with commissions.
Employment History
Current Registrations
The Stewardship Center, INC.
Previous Registrations
Vestech Securities, INC.Broker
Forsyth Securites, INC.
Oakbridge Financial ServicesBroker
Saxony Securities, INC.Broker
Greystone Securities CorporationBroker
Ascend Financial Services, INC.Broker
State Registrations2 states
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.