Robert Hackenberg is a registered investment advisor at Northeast Financial Group, INC., based in Tannersville, PA, with 27 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 687 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NEFG offers investment management for an annual fee that varies from 0.20% to 1.35% of the value of your portfolio. The specific rate depends on the size and composition of your investments. This fee is charged quarterly or monthly, in advance. NEFG also uses advisor share class mutual funds and can charge an advisory fee not to exceed 1.00% on these funds.
Location
State Route 611, Tannersville, PA, 18372
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2009Other Business Activities
Robert is a member of Northeast Financial Advisors, LLC, a management company, dedicating a few hours per week. He also participates in the McConkey Benefits Joint Venture through the RIA.
Employment History
Current Registrations
Northeast Financial Group, INC.
Previous Registrations
AXA Advisors, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.