Advisor at Vestech Asset Management Inc.
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
Vestech Asset Management Inc.
Location
Bonita Springs, FL
Credentials
Series 63, Series 65
Industry experience
39 years
Robert Halldin is a financial advisor at Vestech Asset Management Inc. with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Vestech since 2017, following five years at American Portfolios Financial Services Inc. Vestech Asset Management provides investment advisory and financial planning services to individuals, trusts, estates, and corporate clients. The firm uses a combination of technical, fundamental, and cyclical analysis to implement targeted asset-allocation model portfolios, offering both discretionary management and project-based planning engagements.
Based on Vestech Asset Management Inc.
Based on Vestech Asset Management Inc.
Fixed fees for financial planning projects ranging between $150 and $1,000.
$0 - $500,000: 2.00% $500,000 - $1,000,000: 1.50% $1,000,000+: Negotiable
Commission received by representatives from sale of securities and insurance products through Vestech Securities, Inc.
Hourly fees between $150 and $250 per hour for financial planning services.
Account minimum: $5,000 Fee-only: Negotiable fixed fees between $150 and $1,000 for financial planning; hourly fees $150 to $250 per hour.
Bonita Springs, FL
Connecticut
Vestech Asset Managment, Inc.
2017 - Present (9 years)
American Portfolios Financial Services Inc
2012 - 2017 (5 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:
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.
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.
Is not active or affiliated with:
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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