Robert Pulsifer
Robert Pulsifer is a CFA, CFP-designated registered investment advisor at Almanack Investment Partners, based in Wayne, 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 Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 409 clients with $770M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Almanack Investment Partners charges a percentage of your portfolio annually for investment management. The specific rate depends on your advisor's fee schedule. A minimum of $100,000 is typically required to use investment advisory services, but this may be waived. Almanack may also recommend investments in affiliated private funds.
Location
656 E Swedesford Road, Suite 301, Wayne, PA, 19087
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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 is the 100% owner and advisor at Junto Wealth, LLC, a financial planning firm. He dedicates more than half of his time to sales and investment advice, and is compensated through RIA and insurance fees and commissions.
Employment History
Current Registrations
Almanack Investment Partners
Previous Registrations
Mercap Securities, LLCBroker
Spire Securities, LLCBroker
Spire Wealth Management, LLC
Corestates Capital Advisors, LLC
Mycio Wealth Partners, LLC
Morgan Stanley Dw INC.Broker
Morgan Stanley
Ernst & Young Investment Advisers LLP
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.