Deborah Lynne Robinson

Scharf Investments, LLC

14 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching

Scharf Investments, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9 advisors

Number of Clients

1,523 clients

Average Client Portfolio

$2.8M average

Assets Under Management

$4.2B

Fee Structure

Minimum Investment:$1M

Financial Planning:Included in AUM fee

Location

16450 Los Gatos Boulevard, Suite 207, Los Gatos, CA, 95032

Get directions

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.

Employment History

Current Registrations

Scharf Investments, LLC

October 2011 - Present · 14 yrs 4 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.