Robert Halligan
Robert Halligan is a ChFC-designated registered investment advisor at Hornor, Townsend & Kent, LLC, based in Conshohocken, PA, with 43 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 28,369 clients with $9B 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% |
Fees are up to 1.5% and do not include separate manager fees and other charges associated with third-party asset manager programs. Fees are negotiable.
Fee Estimator
Location
161 Washington Street, Floor 11, Suite 1111, Conshohocken, PA, 19428
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 the proprietor/owner of Halligan Financial Partners, a life insurance brokerage, dedicating about 10-20% of his time to insurance sales and service for multiple carriers. He also owns rental property, spending minimal time collecting rent and maintaining the property.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Previous Registrations
Janney Montgomery Scott INC.Broker
State Registrations12 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.
Exams
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