RL
CFP
RL
CFP
Robert Leitner
4 Years of Experience
Scarsdale, NY
2 Disclosures
Robert Leitner is a CFP-designated registered investment advisor at Financial Advisory Network, based in Scarsdale, NY, with 4 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 34 clients.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
34 clients
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable for accounts over $5 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Scarsdale, NY
Get directionsHistory
Regulatory History (2)
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Customer Dispute
June 1991Settled
Customer Dispute
November 1990Settled
Employment History
Current Registrations
Financial Advisory Network
October 2021 - Present · 4 yrs 6 mos
State Registrations1 state
NY
Advisor
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.
Exams
No exam information available for this advisor.