Robert Shopes is a CFP-designated registered investment advisor at Favrile Financial, based in Del Mar, CA, with 15 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 8 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Favrile Financial offers wealth management services for a fixed annual fee up to $12,000, paid monthly. This fee includes both financial planning and investment management. The fee may be higher for complex situations. Total fees will not exceed 3% of the value of your portfolio annually. Fees may be negotiable.
Location
Del Mar, CA
Get directionsHistory
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 and operates TeraBio, an eBay store that buys and resells used goods, since 2000. He spends about half his time on this business, with some of those hours occurring during securities trading hours.
Employment History
Current Registrations
Favrile Financial
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
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.