Robert Falk
Robert Falk is a CFP-designated registered investment advisor at Centauri Advisory Group, INC., based in Zelienople, PA, with 19 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 410 clients with $72M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Fees are negotiable.
Fee Estimator
Location
310 South Main St., Zelienople, PA, 16063
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 operates under the name R. Douglas Falk Financial Services and is an insurance agent selling accident & health, disability, life insurance, and fixed annuities. He is also a CPA and tax preparer, serves as a trustee for ESOP Con Yeager without compensation, and is on the board of directors for Appalachian Clothing Company, also without compensation.
Employment History
Current Registrations
Centauri Advisory Group, INC.
Previous Registrations
Trustmont Advisory Group, INC.
State Registrations1 state
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.