Robert Perussina is a registered investment advisor at Wespac Advisors, LLC, based in Orinda, CA, with 38 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 639 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.05% |
| $3.0M - $5.0M | 0.95% |
| $5M+ | 0.85% |
Fees are negotiable and may be waived in certain circumstances, such as for employee accounts. The fee includes any advisory fees of sub-advisers.
Fee Estimator
Location
4 Orinda Way, Suite 100-B, Orinda, CA, 94563
Get directionsHistory
Regulatory History (1)
Regulatory
May 1991Other Business Activities
Robert is the General Manager of VitaNova Properties, LLC. He is self-employed, developing and selling residential real estate properties.
Employment History
Current Registrations
Wespac Advisors, LLC
Previous Registrations
Financial Telesis INCBroker
Securities America, INC.Broker
Securities America Advisors INC
Securities America, INC.Broker
Capital Alliance Investments IncorporatedBroker
Capital Alliance Investments IncorporatedBroker
Integrated Resources Equity CorporationBroker
Financial Planners Equity CorporationBroker
Independent Financial Planners CorporationBroker
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.