Robert Balopole
Balopole Investment Management · San Mateo, California
Robert Balopole is a fee-only financial advisor at Balopole Investment Management in San Mateo, California, who holds the CFA credential. Robert charges a percentage of assets (1% a year on the first tier of assets managed and a $250,000 asset minimum).
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Facts
| Firm | Balopole Investment Management |
|---|---|
| Based in | San Mateo, California |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · A $250,000 asset minimum |
| Assets under management | $31.8M across 73 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA · CRD 4973734 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.balopole.com |
| Profile |
How Robert's firm compares
- Balopole Investment Management's average account is about $435,000, from its Form ADV (assets managed divided by 73 accounts).
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Questions about Robert
Is Robert Balopole a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Balopole Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert charges a percentage of assets.
How much does Robert charge?
According to Balopole Investment Management's website, checked October 30, 2026: 1% a year on the first tier of assets managed; a $250,000 asset minimum.
Where is Robert Balopole based?
Robert Balopole is based in San Mateo, California.
What credentials does Robert Balopole hold?
Robert Balopole holds the CFA credential.
Is Robert Balopole registered with the SEC?
Yes. Robert Balopole is registered as an investment adviser representative in CA (CRD 4973734), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Balopole Investment Management manage?
Balopole Investment Management reports $31.8M across 73 accounts in assets under management.
How do I contact Robert Balopole?
Through Robert's website, www.balopole.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Balopole Investment Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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