Robert Chess
Robert Chess is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Erie, PA, with 42 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
8331 Edinboro Road Ste 1, Erie, PA, 16509
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Regulatory History (1)
Customer Dispute
February 2007Other Business ActivitiesSells Insurance
Robert is involved with Estate Solution Planners Inc., selling life insurance to existing securities clients, dedicating minimal time to this activity. He also works as a registered investment advisor, spending about a quarter of his time on advisory business.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Investacorp, INC.Broker
Investacorp Advisory Services INC
Invest Financial CorporationBroker
Invest Financial Corporation
Investors Capital Advisory
Eastern Point Advisors INC.
Investors Capital CORP.Broker
Hackett Associates, INC.Broker
North American Management, INC.Broker
First American National Securities, INC.Broker
State Registrations18 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.