Robert Perkins is a registered investment advisor at Fsp Advisors, INC., based in Rochester, NY, with 8 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 233 clients with $33M 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 $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.
Fee Estimator
Location
900 Jefferson Road Suite 301, Rochester, NY, 14623
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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 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.
Employment History
Current Registrations
Fsp Advisors, INC.
Leigh Baldwin & CO., LLCBroker
Leigh Baldwin & CO., LLC
Previous Registrations
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations7 states
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.