Robert Maring
Robert Maring is a registered investment advisor at Gladstone Wealth Partners, based in Erie, PA, with 24 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 8,385 clients with $5.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum investment management fee is 2.00% of assets under management. Fees are negotiable and may vary based on account size, complexity, and scope of services.
Fee Estimator
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 Registrations14 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.
Exams
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