Robert Delbuono
Robert Delbuono is a CFP-designated registered investment advisor at Money Concepts Advisory Service, based in Wethersfield, CT, with 41 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 17,032 clients with $4.1B 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 $1.0M | 1.30% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees vary by program. Standard Guided Portfolio Solutions program typically charges 2.5% annually. Pension and MAP programs use tiered schedules ranging from 1.30% down to 0.60% annually.
Fee Estimator
Location
75 Garden St., Wethersfield, CT, 06109
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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 Activities
Robert is a partner in Lube Limited Partnership, involved in real estate property management, spending a few hours per week during securities trading hours. He is also a shareholder/agent in JIF, LLC, managing real estate and royalties, and a managing member of Tunxis LLC, which owns commercial real estate, dedicating about 10-20% of his time during non-securities hours.
Employment History
Current Registrations
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
Previous Registrations
Nutmeg Securities, LLC
Nutmeg Securities, LLCBroker
Nwnl Management CorporationBroker
First American National Securities, INC.Broker
State Registrations11 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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