Robyn Goldstein
Robyn Goldstein is a registered investment advisor at Aca/prudent Investors Planning Corporation, based in Green Brook, NJ, with 23 years of industry experience. Robyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 878 clients with $320M 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 $100K | 1.00% |
| $100K - $250K | 0.75% |
| $250K - $2.0M | 0.50% |
| $2M+ | 0.50% |
The Investment Advisory Fee is negotiable under certain circumstances.
Fee Estimator
Location
290 Route 22 West, Suite 201, Green Brook, NJ, 08812
Get directionsHistory
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 Activities
Robyn is a member of Achtel Holdings, LLC, a real estate holding company created in 2009 that owns an office building. Robyn dedicates minimal time to this activity, as the vast majority of her time is spent at ACA/Prudent Investors Planning Corp.
Employment History
Current Registrations
Aca/prudent Investors Planning Corporation
Aca/prudent Investors Planning CorporationBroker
State Registrations7 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.