Advisor at Rockwood Wealth Management, LLC
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Firm
Rockwood Wealth Management, LLC
Location
New Hope, PA 18938
Credentials
Series 65
Industry experience
1 year
Robert Dusek is a financial advisor at Rockwood Wealth Management, LLC in New Hope, PA, holding a Series 65 designation with one year of industry experience. Prior to joining Rockwood, he worked at the Royal Bank of Canada and has a background that includes roles at Rutgers University, The Pennington School, and Buckingham Friends School. He serves as a board member of the New Hope Auto Show. Rockwood Wealth Management provides comprehensive financial planning and investment management services to individuals, families, trusts, endowments, and family businesses. The firm employs a structured, passive investment approach focused on globally diversified portfolios and operates with a large multi-advisor team while maintaining a single office platform.
Based on Rockwood Wealth Management, LLC
$0 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%
Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $12,000, which may be waived or reduced at firm's discretion Fee-only: Fee-only compensation; no commissions accepted
6464 Lower York Road
New Hope, PA 18938
Pennsylvania
Rockwood Wealth Management, LLC
2024 - Present (2 years)
Rockwood Wealth Management
2024 - Present (2 years)
Unemployed
2024 - 2024 (1 year)
Royal Bank of Canada
2023 - 2023 (1 year)
Rutgers University
2020 - 2024 (4 years)
The Pennington School
2016 - 2020 (4 years)
Buckingham Friends School
2014 - 2016 (2 years)
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Trust company
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Other specialized services
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