Robert Wander is a CFP-designated registered investment advisor at Wander Financial Services, LLC, based in New York, NY, with 5 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, and 1 more. Their firm serves 34 clients with $40M 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 | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.65% |
Fees are negotiable.
Fee Estimator
Location
New York, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is the president of Wander Financial Services, LLC, a registered investment advisor, dedicating about 10-20% of his time to providing investment and financial planning advice. He also works as an employee benefits consultant, spending a few hours per week providing advice to small businesses.
Employment History
Current Registrations
Wander Financial Services, LLC
State Registrations1 state
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