Robert Minasian
Robert Minasian is a registered investment advisor at Personal Wealth Management, LLC, based in Commerce, MI, 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 Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 17 clients with $6.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PWM charges an annual fee for investment management, which is negotiated with each client but typically ranges from 1% to 2% of the value of your portfolio. This fee also includes financial planning services. Fees are paid monthly or quarterly. You can end the agreement with seven days' written notice, and any unearned fees will be refunded.
Location
Commerce, MI
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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 provides life insurance and fixed index annuity solutions through independent firms. He is also a licensed branch manager with Novus Investments and a business development director with PMCM, LLC.
Employment History
Current Registrations
Personal Wealth Management, LLC
Previous Registrations
Ele Wealth Advisors, INC.Broker
Ele Advisory Services, LLC
Lowell Wealth Management
Lowell & Company, INC.Broker
Regal Investment Advisors LLC
Dalton Strategic Investment Services INC.Broker
LPL Financial CorporationBroker
Morgan Stanley Dw INC.Broker
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.