Robert Troyano is a CFP-designated registered investment advisor at Stirlingshire Investments, based in Saddlebrook, NJ, with 33 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 760 clients with $180M 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable up to 2.00%. Clients may also be charged an AIM Model Strategy Fee between 0.20% and 1.00%.
Fee Estimator
Location
299 Market Street, Saddlebrook, NJ, 07663
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert prepares tax returns and performs other accounting functions since 1989, dedicating about a quarter of his time. He is also a managing member of RMT Wealth Management LLC, an insurance and investment business, taking about half of his time.
Employment History
Current Registrations
Stirlingshire Investments
Stirlingshire InvestmentsBroker
Previous Registrations
Grove Point Advisors, LLC
H. Beck, INC.
Rmt Wealth Management, LLC
Grove Point Investments, LLCBroker
H. Beck, INC.
Money Concepts Capital CORP
Money Concepts Capital CORPBroker
Nationwide Planning Associates INC.Broker
First Investors CorporationBroker
State Registrations11 states
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