RS
RS

Robert Warner Scharar

41 Years of Experience
2 Disclosures
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
171 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$525.7M

Fee Structure

Minimum Investment:$100K
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Location

791 Town & Country Blvd., Suite 250, Houston, TX, 77024-3925

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History

Regulatory History (2)
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Customer Dispute
December 2014
Settled
Regulatory
November 2006
Final
Other Business Activities

Robert is a director or president of several entities, including First Commonwealth Holdings Corp, NICO Holdings LTD, AFRICAP, LLC, Commonwealth International Series Trust, First Commonwealth Mortgage Trust, Holly Mortgage Trust, and IVY Realty Trust. Serving on these boards represents about 10-20% of his time.

Employment History
Current Registrations
Fca CORP
August 1984 - Present · 41 yrs 6 mos
State Registrations2 states
FLTX
Advisor
Exams
No exam information available for this advisor.