Robert Klingensmith is a registered investment advisor at Apella Wealth, based in West Hartford, CT, with 20 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 6,901 clients with $8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Apella Capital offers investment management services for an annual fee based on the amount of assets managed. The maximum annual fee is 1.5%. There is a minimum account size of $500,000, but this may be waived at Apella's discretion. Apella Select clients are charged an additional fee of up to 0.25% for portfolio management services, and an additional 0.05% for tax overlay services. Apella Ascent clients pay 0.50% of assets under management.
Location
65 Memorial Drive, Suite C340, West Hartford, CT, 06107
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is a partner and consulting service line leader at PBMARES, LLP since 2020, which is not investment related. This takes about half of Robert's time, with minimal time during security trading hours.
Employment History
Current Registrations
Apella Wealth
Previous Registrations
Pbmares Wealth Management LLC
MML Investors Services, LLC
Hsbc Securities (USA) INC.
Wachovia Securities, LLC
Fsc Securities Corporation
American Express Financial Advisors, INC.
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.