Robert Korzik
Robert Korzik is a registered investment advisor at First Light Wealth Advisors, LLC, based in Little Falls, NJ, with 43 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management, Retirement Planning. Their firm serves 93 clients with $97M 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 | 1.50% |
Management fee varies between 0.30% and 1.50%, depending upon the size and composition of a client’s portfolio and the type of services rendered. For asset management services the Firm provides with respect to certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.), FLWA may negotiate a fee rate that differs from the range set forth above.
Fee Estimator
Location
76 East Main Street, Second Floor, Little Falls, NJ, 07424
Get directionsHistory
Regulatory History (2)
Regulatory
May 2020Employment Separation After Allegations
October 2017Other Business ActivitiesSells Insurance
Robert is a managing partner in RJE Marine Services LLC, a charter boat fishing business run by his son, dedicating a few hours per week. He also brokers insurance independently for multiple companies and is a partner in KRR Development LLC, a real estate renovation business, and a managing member of RJE Investments, LLC, a passive investment company.
Employment History
Current Registrations
First Light Wealth Advisors, LLC
Previous Registrations
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Northwestern Mutual Investment Services,llc
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services,llc
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations4 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.