Advisor at RLS Financial Group, 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
RLS Financial Group, Inc.
Location
Newtown, CT
Credentials
ChFC®, Series 63, Series 65
Industry experience
27 years
Robert Shohet is a financial advisor at RLS Financial Group, Inc. with 27 years of industry experience. He holds the ChFC® designation along with Series 63 and 65 licenses. His career includes long-term roles at firms such as Great American Advisors, Inc., PMG Securities Corporation, and The Guardian Life Insurance Co. In addition to advisory work, he operates as an insurance agent and provides consulting services as a sole proprietor. RLS Financial Group offers investment management, financial planning, and consulting services to a diverse client base including individuals, trusts, retirement plans, businesses, and government entities. The firm employs both active and passive investment strategies, combining multiple analytical approaches and proprietary market indicators, and is noted for its pension and actuarial consulting expertise as well as its use of performance-based fee arrangements for qualifying clients.
Based on RLS Financial Group, Inc.
Based on RLS Financial Group, Inc.
0% to 3% per annum (negotiable)
$300 per hour plus expenses
Up to 30% of profits (performance fee) in addition to 0% to 3% AUM fee, payable quarterly with annual adjustment, applicable to clients meeting statutory income/net worth thresholds
Account minimum: $100,000 Fee-only: $300 per hour plus expenses with $900 retainer payable in advance
Newtown, CT
Connecticut
Great American Advisors, Inc.
2005 - Present (21 years)
RLS Financial Group, Inc.
1998 - Present (28 years)
PMG Securities Corporation
1995 - Present (31 years)
The Guardian Life Insurance Co
1991 - Present (35 years)
J.G.B. Consulting, Corp
1991 - Present (35 years)
RLS Pension Consulting
1983 - Present (43 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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
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