Robert Feyche
Robert Feyche is a registered investment advisor at Hoffman Capital Advisors LLC, based in Cranberry Twp, PA, with 34 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, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 370 clients with $190M 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 | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fee Estimator
Location
1659 Rt 228, Suite 5, Cranberry Twp, PA, 16066
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 is the owner/president of Feyche Investment & Financial Planning, dedicating nearly full-time hours to meeting with clients and providing financial planning. He also works as an agent selling fixed insurance, dedicating a few hours per week, and as a financial planner for Hoffman Capital Advisors, dedicating nearly full-time hours.
Employment History
Current Registrations
Newedge Securities, LLCBroker
Hoffman Capital Advisors LLC
Previous Registrations
Ameritas Advisory Services
Ameritas Investment Company, LLCBroker
The Advisors Group, INC.Broker
The Advisors Group, INC.
The Advisors Group, INC.
The Advisors Group, INC.Broker
Fsc Securities CorporationBroker
State Registrations5 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.