RE
CFP
RE
CFP

Robert Eichler

32 Years of Experience
New York, NY
BrokerSells Insurance

Robert Eichler is a CFP-designated registered investment advisor at Hornor, Townsend & Kent, LLC, based in New York, NY, with 32 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, Retirement Planning. Their firm serves 31,522 clients with $7.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
456 advisors
Number of Clients
31,522 clients
Average Client Portfolio
$246K average
Assets Under Management
$7.8B

Fee Structure

HTK offers investment advisory services through third-party asset managers (TPAMs). When HTK and its advisors act as co-advisors, they may receive a portion of the advisory fee charged by the TPAM. In some cases, the advisor may add a fee to the TPAM fee for certain advisory services. HTK charges up to 1.5% of the client's account value, not including manager fees and other charges associated with the TPAM program.

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Location

30 Vesey St, 9th Floor, New York, NY, 10007

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Robert is an agent for Empire Wealth Strategies and Drucker Wealth Management, and proprietor/owner of CCL Financial Group, all multi-line insurance brokerages. He also serves as President of the Board and Faculty for the New York Center for Financial Studies and as a board member for FINSECA.

Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
September 2006 - Present · 19 yrs 10 mos
Hornor, Townsend & Kent, LLCBroker
July 1993 - Present · 33 yrs
State Registrations14 states
CACTFLGAMAMSNJNYOHPATXUTVAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.