Robert Shohet
Robert Shohet is a ChFC-designated registered investment advisor at Rls Financial Group, INC., based in Newtown, CT, with 27 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, Investment Management, Retirement Planning. Their firm serves 30 clients with $8.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RLS Financial Group may charge a fee ranging from 0% to 3% per year of the value of your portfolio. The fee is based on the value of your investments on the last day of the previous month. The specific fee depends on factors like the total value of your accounts, the number of accounts, the types of assets managed, whether the account is actively managed, and the amount of client contact required. Fees are negotiable, with potential reductions for larger accounts.
Location
Newtown, CT
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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 works as an insurance agent and also does consulting as a sole proprietor.
Employment History
Current Registrations
Rls Financial 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.