Robert Weinstein
Robert Weinstein is a CFP, PFS-designated registered investment advisor at Round Rock Advisors LLC, based in Harrison, NY, 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 698 clients with $810M 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 $1.3M | 1.25% |
| $1.3M - $2.5M | 0.90% |
| $2.5M - $3.8M | 0.80% |
| $3.8M - $5.0M | 0.70% |
| $5M+ | 0.50% |
For accounts with greater than $5,000,000 market value, the first $5,000,000 is charged 0.85% annually. Fees may be negotiable. Crystal Capital Signal Service is an additional 0.75% of assets managed in the service.
Fee Estimator
Location
600 Mamaroneck Ave, Suite 400, Harrison, NY, 10528
Get directionsHistory
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 a CPA and sole proprietor of a tax preparation and accounting services practice since 2001, dedicating full-time hours to it. He also spends about 10% of his time on insurance sales.
Employment History
Current Registrations
Round Rock Advisors LLC
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Vsr Advisory Services
Vsr Financial Services, INC.Broker
O. R. Securities, INC.Broker
Wzw Financial Services, INC.Broker
Cornerstone Financial Services, INC.Broker
American General Capital Planning, INC.Broker
First Investors CorporationBroker
State Registrations2 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.