Advisor at Robbins Wealth Management
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
Robbins Wealth Management
Location
Edinboro, PA
Credentials
CFP®, CFA®, Series 65
Industry experience
23 years
$0.00 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.80% $2,000,000 - $3,000,000: 0.70% $3,000,000+: 0.60%
$150 per hour for tax preparation services (negotiable)
Account minimum: $300,000 Minimum fee: $3,000 minimum annual fee
Pennsylvania State university
2023 - Present (3 years)
Pennsylvania State university
2019 - 2023 (4 years)
Kaplan Schweser
2016 - Present (10 years)
Robbins Wealth Management
2014 - Present (12 years)
Pennsylvania State university
2010 - 2019 (9 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
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.
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