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Robert Standish

Advisor at wealth Enhancement Advisory Services, LLC

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wealth Enhancement Advisory Services, LLC logo

Firm

wealth Enhancement Advisory Services, LLC

Location

Pittsburgh, PA 15222

Credentials

CFP®, Series 66

Industry experience

26 years

About

Robert Standish is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at LPL Financial, LLC and Bpu Investment Group, Inc. In addition to advisory work, he is involved in tax preparation and accounting through a personal CPA practice. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and research incorporating quantitative and fundamental analysis.

Client services

Based on wealth Enhancement Advisory Services, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Erisa 3(38) investment manager

Expertise

Based on wealth Enhancement Advisory Services, LLC

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on wealth Enhancement Advisory Services, LLC

Executive Founder/Business Owner Retired

Demographic focus

Based on wealth Enhancement Advisory Services, LLC

HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)

Fee options

Fixed

Flat fees from $250 to $50,000 for financial planning and consulting services

Percentage

$0 - $999,999 or less: 1.50% annually $1,000,000 - $2,000,000: 1.25% annually $2,000,000+: 1.00% annually

Commissions

Hybrid advisors may earn commissions on securities sold through brokerage accounts; commissions vary by product

Project-based

Hourly fees up to $600 per hour for financial consulting/planning services

Other

Minimum fee: Minimum annual fees may apply, for example, $40 to $65 minimum annual per account platform fees; minimum annual fee may be waived at WEAS's discretion Fee-only: Financial planning fees up to $25,000; hourly fees up to $600 per hour; flat fees from $250 to $50,000

Location

11 Stanwix St, Suite 2310

Pittsburgh, PA 15222

Most active in

Pennsylvania

Work history

Wealth Enhancment Brokerage Services

2020 - Present (6 years)

Wealth Enhancement Advisory Services, LLC

2020 - Present (6 years)

LPL Financial, LLC

2020 - 2025 (5 years)

Bpu Investment Group, Inc

2004 - 2020 (16 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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