Robert Maring
Robert Maring is a registered investment advisor at Gladstone Wealth Partners, based in Erie, PA, with 23 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 7,910 clients with $4.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gladstone Wealth Partners charges up to 2.00% of your portfolio per year for investment management. This fee is negotiable and paid quarterly in advance. Clients in non-wrap programs will separately incur commissions and transaction costs. Gladstone also uses third-party technology platforms to manage retirement accounts, and passes the cost of these platforms on to you, sometimes with a markup.
Location
100 State Street, Suite 420, Erie, PA, 16507
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2008Other Business ActivitiesSells Insurance
Robert operates Freedom Investment Management Group as a DBA for LPL business and is also associated with Gladstone Institutional Advisory LLC. He is also an agent for Ash Brokerage selling non-variable insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
Gladstone Wealth Partners
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Good Life Advisors, LLC
PNC Investments
PNC InvestmentsBroker
Hilliard Lyons Asset Management
J.J.B. Hilliard, W.L. Lyons, INC.Broker
PNC Brokerage CORPBroker
State Registrations13 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.