Robert Habig
Robert Habig is a registered investment advisor at Ellis Investment Partners, LLC, based in Lancaster, PA, with 22 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 824 clients with $920M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable. Family accounts may be combined for fee purposes.
Fee Estimator
Location
2938 Columbia Ave, Suite 1601, Lancaster, PA, 17603
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 an agent with RFH Financial Services since 1991, selling various insurance products including life insurance, fixed annuities, long-term care, health, and disability insurance, dedicating minimal time. He is also a board member of Manor West Commons Owners Association since 2018, spending minimal time reviewing financials and enforcing rules.
Employment History
Current Registrations
Ellis Investment Partners, LLC
Previous Registrations
H. Beck, 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.