Brailyn Robertson is a registered investment advisor at The Aranda Group Advisors, LLC, based in Jenkintown, PA. Brailyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 159 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable based on the nature of the account, including size and complexity. The same rate applies to Unified Managed Accounts.
Fee Estimator
Location
724 Old York Road, Jenkintown, PA, 19046
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
The Aranda Group Advisors, LLC
State Registrations1 state
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