Advisor at Scharf Investments, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Scharf Investments, LLC
Location
Los Gatos, CA 95032
Credentials
Series 65
Industry experience
14 years
Deborah Robinson is a financial advisor at Scharf Investments, LLC with 14 years of industry experience. She holds a Series 65 designation and has been with Scharf Investments since 2011. Scharf Investments is an SEC-registered investment adviser serving high-net-worth individuals, family offices, trusts, retirement accounts, corporations, endowments, foundations, and other investment advisers through separately managed accounts, model portfolios, and sub-advisory arrangements. The firm provides portfolio management across multiple asset classes, tailoring mandates to client objectives using a multi-factor screening process and risk management metrics.
Based on Scharf Investments, LLC
Based on Scharf Investments, LLC
Based on Scharf Investments, LLC
Based on Scharf Investments, LLC
$0 - $3,000,000: 1.25% annually (Equity Solution Asset Based Fee) $3,000,001 - $5,000,000: 0.80% annually (Equity Solution Asset Based Fee) $5,000,001+: Institutional pricing schedule (Equity Solution Asset Based Fee) $0 - $3,000,000: 1.0% annually (Multi-Asset Solution Asset Based Fee) $3,000,001 - $5,000,000: 0.75% annually (Multi-Asset Solution Asset Based Fee) $5,000,001+: Institutional pricing schedule (Multi-Asset Solution Asset Based Fee) $0 - $5,000,000: 0.5% annually (Fixed Income Solution Asset Based Fee) $5,000,001+: Institutional pricing schedule (Fixed Income Solution Asset Based Fee)
12% of net profits for accounts with performance fees, after exceeding prior cumulative losses
Account minimum: $1,000,000 Fee-only: Financial planning fees beginning at $2,500, variable based on complexity
16450 Los Gatos Boulevard, Suite 207
Los Gatos, CA 95032
California
Scharf Investments LLC
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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