Robert Dwyer
Robert Dwyer is a registered investment advisor at Chancellor Financial Group Wb LP, based in Wilkes-Barre, PA, with 44 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 894 clients with $220M 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 $2.0M | 2.00% |
| $2.0M - $5.0M | 1.75% |
| $5M+ | 1.00% |
Investment advisory fees are also available at a fixed fee basis which is negotiable at the sole discretion of the Advisor depending on the size, nature and complexity of the Client relationship. Fixed fees range up to $50,000 per year, not to exceed 2.00% of assets under management. Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities may be charged a higher fee.
Fee Estimator
Location
60 Public Square, Suite 600, Wilkes-Barre, PA, 18701
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 1994Other Business ActivitiesSells Insurance
Robert is an insurance agent/salesman through his sole proprietorship, Robert Dwyer Insurance, spending a few hours per week on this activity. He also serves as Chief Investment Officer at Chancellor Financial Group, dedicating about two-thirds of his time to this role.
Employment History
Current Registrations
Chancellor Financial Group Wb LP
Previous Registrations
Portfolio Management Network, INC
Newbridge Financial Services Group, INC.
Newbridge Securities CorporationBroker
Midsouth Capital, INC.Broker
First Security Investments, INC.Broker
First Security Investments, INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Shearson Lehman Hutton INC.Broker
E. F. Hutton & Company INCBroker
Shearson Loeb Rhoades INC.Broker
E. F. Hutton & Company INCBroker
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.