Advisor at Northeast Financial Group, Inc.
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Firm
Northeast Financial Group, Inc.
Location
Tannersville, PA 18372
Credentials
Series 63, Series 65
Industry experience
27 years
Robert Hackenberg Jr. is a financial advisor at Northeast Financial Group, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Northeast Financial Group since 1998. Outside of his advisory role, he is a member of Northeast Financial Advisors, LLC, a management company related to investment activities. Northeast Financial Group is a registered investment adviser serving individuals, pension and profit-sharing plans, pooled vehicles, and government entities. The firm manages approximately $1.2 billion in assets and employs asset-allocation strategies utilizing mutual funds, ETFs, individual securities, and independent managers, offering both discretionary and non-discretionary advisory services.
Based on Northeast Financial Group, Inc.
Based on Northeast Financial Group, Inc.
Fixed fee for financial planning and consulting services ranging from $500 to $20,000, negotiable
Investment management annual fee ranges from 0.20% to 1.35% based on portfolio size and composition (fee is negotiable and tiered by assets)
Certain supervised persons offer insurance products under separate commission-based arrangements
Hourly fee for financial planning and consulting services up to $1,000 per hour, negotiable
Performance-based fees charged by affiliated private pooled investment funds (the Funds) for qualified investors
Account minimum: $1,000 minimum annual fee for investment management services (equivalent to minimum assets of approximately $50,000 based on typical fees) Minimum fee: Minimum annual fee of $1,000 for investment management services Fee-only: Financial planning fixed fees from $500 to $20,000; hourly rates up to $1,000 per hour (both negotiable)
State Route 611
Tannersville, PA 18372
Pennsylvania
Northeast Financial Group, Inc.
2018 - Present (8 years)
Northeast Financial Group, Inc.
2018 - Present (8 years)
Northeast Financial Group, Inc.
1998 - Present (28 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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.
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.
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