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Robert Grosch

24 Years of Experience
Conshohocken, PA
1 DisclosureBroker

Robert Grosch is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Conshohocken, PA, with 24 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, Financial Planning & Coaching, Retirement Planning. Their firm serves 31,522 clients with $7.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
456 advisors
Number of Clients
31,522 clients
Average Client Portfolio
$246K average
Assets Under Management
$7.8B

Fee Structure

HTK offers investment advisory services through third-party asset managers (TPAMs). When HTK and its advisors act as co-advisors, they may receive a portion of the advisory fee charged by the TPAM. In some cases, the advisor may add a fee to the TPAM fee for certain advisory services. HTK charges up to 1.5% of the client's account value, not including manager fees and other charges associated with the TPAM program.

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Location

161 Washington St, Suite 1111, Conshohocken, PA, 19428

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History

Regulatory History (1)
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Criminal
January 2000
Final Disposition
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
November 2012 - Present · 13 yrs 6 mos
Hornor, Townsend & Kent, LLCBroker
May 2012 - Present · 14 yrs
Previous Registrations
PFS Investments INC.Broker
February 2012 - April 2012 · 2 mos
Directed Services LLC
September 2009 - November 2010 · 1 yr 2 mos
Directed Services LLCBroker
July 2005 - November 2010 · 5 yrs 4 mos
Anthem Securities, INC.Broker
July 2004 - July 2004 · 0 mos
Pbhg Fund DistributorsBroker
January 2001 - May 2004 · 3 yrs 4 mos
Uam Fund Distributors, INC.Broker
June 1999 - January 2001 · 1 yr 7 mos
State Registrations1 state
PA
AdvisorBrokerBoth

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.