| Advisor Profile |
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| Name: |
Robert Chapman |
| Phone Number: |
(858) 356-5253 |
| Website: |
Visit Website
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Business Description |
Discover a comprehensive wealth management partnership located in the north county of San Diego, CA that brings a world of unbiased, independent investment knowledge to affluent families throughout the United States.
At Chapman, Roper and Breslin, LLC we address everything we do by considering how we would want to be treated by the very best of professional advisors. We manage each portfolio with the care and prudence we use in managing our own family and personal investments. |
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General Information |
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| States Licensed in: |
CA and a dozen or so more.
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| Years of Experience in Financial Services: |
13
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| Work Experience: |
Please see our website www.CRBWealth.com
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Education |
| Academic Background |
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| Bachelors degree. Firm has a CFP in house and another sitting for Certified Financial Planner board exam in July 08. |
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Services |
| Investment Types: |
Variable Insurance Products, Bonds, Stocks, Annuities, Mutual Funds, Options & Futures, Alternative Investments
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Certified Financial Planner, Registered Investment Advisor (RIA) (State or SEC) or RIA representative
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| Securities Licenses: |
Life & Health, Series 63, Series 7
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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Compensation & Fees |
| Minimum Portfolio Size for New Managed Accounts: |
$250k
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| Compensation Methods: |
Commissions, Based on Assets
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| Fee % Based on Assets: |
1-2%
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| Additional Details on Charges: |
Fee-based percentage rate is tiered depending on size of portfolio to manage. The larger the portfolio, the smaller the fee.
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| Minimum Fee Charged for Managed Accounts: |
1%
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| Prepared By: |
Robert Chapman |
| Most Recent Update: |
04/16/2008 |
Frequently Asked Questions |
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