Advisor at Altair Investment Management
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Firm
Altair Investment Management
Location
Olympia, WA
Credentials
Series 63, Series 65
Industry experience
5 years
Robert Loop is a financial advisor at Altair Investment Management with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at USAA from 2012 to 2020. Altair Investment Management is an independent registered investment adviser providing personalized portfolio management to individuals, families, and small businesses. The firm employs fundamental security analysis and offers discretionary and non-discretionary management across various instruments, including securities, debt, mutual funds, ETFs, and options, with a focus on Growth and Growth & Income portfolio types.
Based on Altair Investment Management
$0 - $100,000: 0.88% $100,001 - $300,000: 0.78% $300,001 - $1,000,000: 0.68% $1,000,001 - $3,000,000: 0.58% $3,000,001+: 0.48%
Account minimum: $10,000 Minimum fee: $50 per quarter minimum fee on first $100,000 (whichever is greater)
Olympia, WA
Texas · Washington
Altair Investment Management
2023 - Present (3 years)
Altair Investment Management
2020 - 2023 (3 years)
Usaa
2012 - 2020 (8 years)
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Is not active or affiliated with:
Insurance agent
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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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65
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