Robert Rossi
Robert Rossi is a CFP, ChFC-designated registered investment advisor at R2 Wealth Management Partners, based in Lincoln, NE, with 26 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Real Estate Investing, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable based on the type of client, the complexity of the client's situation, the composition of the client's account, the potential for additional account deposits, the relationship of the client with the investment adviser representative, and the total amount of assets under management for the client. Accounts under the same household will be aggregated for a discounted fee.
Fee Estimator
Location
8101 O Street, Suite 301, Lincoln, NE, 68510
Get directionsHistory
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 is the President of Rossi Financial Services, providing fixed insurance, payroll, and back office support, dedicating minimal time. He is also a managing partner at R2 Wealth Management, an insurance-based DBA, spending nearly full-time hours on this activity.
Employment History
Current Registrations
R2 Wealth Management Partners
R2 Wealth Management Partners
Previous Registrations
Securities America, INC.Broker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Copeland Equities, INC.Broker
State Registrations3 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.