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 Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 10,948 clients with $8.3B 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 | 1.85% |
Maximum fee rate is up to 1.85% based on account size, investment types, and restrictions. Fees are negotiable.
Fee Estimator
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
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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