RH
RH
Robert Hartung
41 Years of Experience
Vestal, NY
1 DisclosureBroker
Robert Hartung is a registered investment advisor at Lesko Securities, INC., based in Vestal, NY, with 41 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,084 clients with $600M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
1,084 clients
Average Client Portfolio
$551K average
Assets Under Management
$597.1M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1000K | 0.75% |
| $1.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
400 Plaza Dr, Suite A, Vestal, NY, 13850
Get directionsHistory
Regulatory History (1)
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Regulatory
January 1992Final
Employment History
Current Registrations
Lesko Securities, INC.
May 2021 - Present · 5 yrs 2 mos
Lesko Securities INC.Broker
December 2018 - Present · 7 yrs 7 mos
Previous Registrations
Lesko Securities, INC.
December 2016 - November 2018 · 1 yr 11 mos
Lesko Securities INC.Broker
August 1998 - November 2018 · 20 yrs 3 mos
The Concord Equity Group, LLCBroker
December 1997 - July 1998 · 7 mos
Lesko Securities INC.Broker
October 1984 - December 1997 · 13 yrs 2 mos
State Registrations23 states
ALAZCACOCTFLILMAMDNCNENHNJNYOHOKORPASCTXVAVTWA
AdvisorBrokerBoth
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
No exam information available for this advisor.