Robert Salzer
Robert Salzer is a registered investment advisor at Nav Wealth Management LLC, based in Amesbury, MA, with 22 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 70 clients with $25M 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 $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.65% |
Fees are generally negotiable.
Fee Estimator
Location
Amesbury, MA
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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 ActivitiesSells Insurance
Robert sells insurance products outside of Secure Planning, Inc. He is also the president of Woburn High School Scholarship Fund and a trustee overseeing a portfolio for The Tidd Home Inc.
Employment History
Current Registrations
Nav Wealth Management LLC
Previous Registrations
Secure Planning, INC.
State Registrations1 state
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.