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RP
CFA · CFP
RP
CFA · CFP

Robert Pulsifer

Almanack Investment Partners
28 Years of Experience
Newtown Square, PA
Sells Insurance
View SEC Summary
View SEC Summary

Robert Pulsifer is a CFA, CFP-designated registered investment advisor at Almanack Investment Partners, based in Newtown Square, PA, with 28 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 426 clients with $950M in assets under management.

Almanack Investment Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
426 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$945.9M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees generally range from 0.05% to 2.50% annually based on a percentage of assets under management. Fees are negotiable based on client complexity, volume of assets, and other factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3803 West Chester Pike, Suite 110, Newtown Square, PA, 19073

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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 the 100% owner and advisor at Junto Wealth, LLC, a financial planning firm. He dedicates more than half of his time to sales and investment advice, and is compensated through RIA and insurance fees and commissions.

Employment History
Current Registrations
Almanack Investment Partners
March 2016 - Present · 10 yrs 7 mos
Previous Registrations
Mercap Securities, LLCBroker
May 2016 - March 2019 · 2 yrs 10 mos
Spire Securities, LLCBroker
February 2015 - April 2016 · 1 yr 2 mos
Spire Wealth Management, LLC
November 2010 - April 2016 · 5 yrs 5 mos
Corestates Capital Advisors, LLC
January 2008 - November 2010 · 2 yrs 10 mos
Mycio Wealth Partners, LLC
October 2006 - March 2008 · 1 yr 5 mos
Morgan Stanley Dw INC.Broker
September 2003 - August 2006 · 2 yrs 11 mos
Morgan Stanley
August 2003 - August 2006 · 3 yrs
Ernst & Young Investment Advisers LLP
May 1998 - August 2003 · 5 yrs 3 mos
State Registrations1 state
PA
Advisor

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.
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