Robert Conrad
Robert Conrad is a registered investment advisor at Manning & Napier Advisors, LLC, based in Hunting Valley, OH, with 31 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 3,469 clients with $18B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Manning & Napier Advisors offers several investment strategies with varying fees. Here's a summary of some of the options:
- Objectives-Based Strategies and Core US Equity: 1.35% on the first $1,000,000, decreasing to 1.00%, 0.85%, and 0.70% for higher amounts. Minimum account size is $100,000 (Conservative Growth requires $200,000), with a $1,500 minimum annual fee.
- Strategic Income Objective: 1.05% under $2,000,000, decreasing to 0.95% and 0.90% for higher amounts. Minimum account size is $100,000, with a $1,500 minimum annual fee.
- Managed ETF Portfolio (MEP): 0.90% under $500,000, decreasing to 0.75% and 0.65% for higher amounts. Minimum account size is $100,000, with a $1,500 minimum annual fee.
- Disciplined Value Objective: 0.75% on the first $2,000,000, decreasing to 0.65%, 0.55%, and 0.50% for higher amounts. Minimum account size is $100,000, with a $1,500 minimum annual fee.
Fixed income strategies have different fee structures and minimums.
Location
Hunting Valley, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is an employee and registered investment advisor representative of Manning & Napier Advisors, LLC and a minority shareholder of the Manning & Napier Group of Companies. He also owns and chairs the board of directors for several companies (Conrad's Total Car Care, C.A.W. INC., Elyria Spring and Specialty), is chairman of the board for Western Management, Inc., a board member for VectorVest, Inc., and an investment committee advisor for the Village of Hunting Valley.
Employment History
Current Registrations
Manning & Napier Advisors, LLC
Manning & Napier Investor Services, INC.Broker
Manning & Napier Investor Services, INC.
Previous Registrations
Manning & Napier Advisory Advantage Company, LLC
Shaker Investments
Forum Fund Services, LLCBroker
Fifth Third/maxus Securities INCBroker
Chase Global Securities, INCBroker
State Registrations12 states
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