| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable for accounts over $5,000,000.
900 Jefferson Road Suite 301, Rochester, NY, 14623
Get directionsNo 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 →Robert sells fixed insurance products including life, disability, long-term care, and health insurance, dedicating a few hours per week. He is also an Investment Advisor Representative through FSP Advisors, Inc. and owns Perkins Financial Services, a DBA for his financial business.