Robert Cheatham is a registered investment advisor at Integrity Wealth Advisors, LLC, based in Ventura, CA, with 19 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 823 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrity Wealth Advisors offers two investment management options:
- Asset Management: The maximum annual fee is 1.50% of your portfolio.
- Comprehensive Portfolio Management: Fees can be a percentage of your portfolio (up to 1.75% annually) or hourly (up to $350/hour). This includes financial planning or consulting services.
Location
196 S. Fir St., Suite 140, Ventura, CA, 93001
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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 fundraising chair for Devil Pups, a youth program, since 2022. This non-investment related activity takes a few hours per week.
Employment History
Current Registrations
Integrity Wealth Advisors, LLC
Previous Registrations
LPL Financial LLCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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.