Annelise Bovet

from Robertson Stephens Wealth Management, LLC
SEC regulated
Regulated Investment Advisor
Annelise Bovet is a financial advisor based in California, San Francisco, with 12 years of experience. Annelise currently works for Robertson Stephens Wealth Management, LLC. Annelise maintains a S65 license (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Annelise Bovet works at Robertson Stephens Wealth Management, LLC
Robertson Stephens Wealth Management, LLC is a financial advisory firm based in San Francisco, California. It currently has approximately $2,912,091,807 of assets under management and employs about 77 people. Robertson Stephens Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
3 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
455 Market Street, Ste. 1600, San Francisco, California, 94105

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