Robert Vile
Robert Vile is a CFA-designated registered investment advisor at Prime Solutions Financial Services CORP., based in Horsham, PA, with 22 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 29 clients with $13M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $25.0M | 0.75% |
| $25M+ | 0.50% |
All fees are subject to negotiation. In some cases, fee arrangements may be subject to an annual minimum, structured as a fixed annual fee.
Fee Estimator
Location
721 Dresher Road, Horsham, PA, 19044
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Prime Solutions Financial Services CORP.
State Registrations1 state
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