Robert Lockyer is a registered investment advisor at Moondance Investment Advisors, LLC, based in Reading, PA, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 40 clients with $32M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Moondance Investment Advisors charges a percentage of the value of your portfolio each year. The exact percentage is negotiable and can range from 0.050% to 1.8%, depending on factors like the size of your portfolio and the complexity of your situation. The firm has a minimum asset requirement of $500,000, which is negotiable.
Location
Reading, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Moondance Investment Advisors, LLC
State Registrations1 state
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