Robert Phelan is a CFA-designated registered investment advisor at Concierge Financial Advisor LLC, based in Parrish, FL, with 4 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 9 clients with $38M 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 | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.80% |
| $3.0M - $7.5M | 0.75% |
| $7.5M+ | 0.60% |
Fees are negotiable and shall not exceed 1.25% annually. CFAdvisor may offer a tiered fee structure based on services required and total assets under management.
Fee Estimator
Location
3828 Twin Rivers Trl, Parrish, FL, 34219
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert provides part-time consulting services in risk management policies and risk reviews for large corporations. He receives hourly fees and no commissions for this work.
Employment History
Current Registrations
Concierge Financial Advisor LLC
State Registrations2 states
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