Robert Rom is a CFP-designated registered investment advisor at Legacy Edge Advisors, based in Syosset, NY, 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 Alternative Investments, Annuities, Education Planning, Estate Planning, and 6 more. Their firm serves 532 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual fee ranges up to 2.50% of assets under management. Fees are generally negotiable and may be charged as a single rate or tiered rate.
Fee Estimator
Location
485 Underhill Blvd. #100, Syosset, NY, 11791
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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 Activities
Robert is a partner in RSTM Partners, LLC, a real estate investment company since 2019. He is strictly investing in the project and does not have any part in the business, dedicating minimal time to it.
Employment History
Current Registrations
Legacy Edge Advisors
Previous Registrations
Newedge Advisors
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
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.
Exams
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