Robert Groesbeck
Robert Groesbeck is a CFA-designated registered investment advisor at Groesbeck Investment Management CORP, based in Paramus, NJ, with 11 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 34 clients with $65M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $30.0M | 0.75% |
| $30.0M - $50.0M | 0.63% |
| $50M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
12 Rte. 17 North, Suite 130, Paramus, NJ, 07652
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Groesbeck Investment Management CORP
Previous Registrations
Groesbeck Investment Management CORP
Groesbeck Investment Management CORP
State Registrations1 state
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