Robert Anweiler
Robert Anweiler is a CFP-designated registered investment advisor at Anweiler Financial Management, LLC, based in New Haven, IN, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 107 clients with $51M 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 $1000K | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Location
618 Professional Park, New Haven, IN, 46774
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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 is licensed with Jackson National Life to sell fixed annuities. He also owns Deutchland Imports and is president of Exigent Inc., both non-investment related firms, dedicating minimal time to each.
Employment History
Current Registrations
Anweiler Financial Management, LLC
State Registrations2 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.