Robert Seid is a registered investment advisor at Blue Summit Wealth Management, based in San Diego, CA, with 9 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, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 230 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.5%. The advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Location
4660 La Jolla Village Drive, Suites 100 & 200, San Diego, CA, 92122
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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 owns a rental property via Airbnb since 2015 and works as a commercial fisherman/deckhand since 2011. He also works as an administrative assistant/client services for DBA Blue Summit Wealth Management and as a captain for Abso corp.
Employment History
Current Registrations
Blue Summit Wealth Management
Previous Registrations
Cetera Advisors LLC
Cetera Advisors LLCBroker
State Registrations2 states
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