Robert Crowley
Robert Crowley is a CFA, CFP-designated registered investment advisor at Wealthcare Advisory Partners LLC, based in Wilmington, DE, with 37 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 9,142 clients with $6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WCAP offers investment management services where fees are based on a percentage of the assets they manage. The specific percentage can be up to 1.85% annually, depending on factors like the types of investments, the size of your account, and any special reporting or restrictions. Fees are generally paid quarterly, in advance. WCAP may offer discounted rates to employees, their families, and very high net worth clients. If WCAP uses independent managers, your overall fees will include WCAP's fee plus the manager's fees. WCAP also offers a wrap fee program where transaction costs are included in the overall advisory fee.
Location
Wilmington, DE
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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 partner at Crowley Securities (a broker-dealer) and Crowley Insurance. He is also a broker at Crowley Real Estate Services, a general partner at Crowley Properties I LP (real estate), and president of The Crowley Portfolio Group (a registered investment company).
Employment History
Current Registrations
Wealthcare Advisory Partners LLC
Previous Registrations
Crowley Wealth Management, INC.
State Registrations3 states
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