RB
RB
Robert Barbuto
22 Years of Experience
Paramus, NJ
1 Disclosure
Robert Barbuto is a registered investment advisor at Edelman Financial Engines, based in Paramus, NJ, with 22 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 1,244,406 clients with $330B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
727 advisors
Number of Clients
1,244,406 clients
Average Client Portfolio
$262K average
Assets Under Management
$326.3B
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Minimum Annual Fee:$900
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | 1.75% |
| $400K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees for amounts over $25 million are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
650 From Rd, Suite 460, Paramus, NJ, 07652
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2022Settled
Employment History
Current Registrations
Edelman Financial Engines
March 2022 - Present · 4 yrs 7 mos
Previous Registrations
Charles Schwab & CO., INC.
July 2019 - March 2022 · 2 yrs 8 mos
Charles Schwab & CO., INC.Broker
July 2019 - March 2022 · 2 yrs 8 mos
Fidelity Personal and Workplace Advisors
July 2018 - June 2019 · 11 mos
Strategic Advisers LLC
January 2014 - July 2018 · 4 yrs 6 mos
Fidelity Brokerage Services LLCBroker
December 2013 - June 2019 · 5 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2012 - November 2013 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2012 - November 2013 · 1 yr 8 mos
Legend Trading, LLCBroker
May 2011 - February 2012 · 9 mos
T3 Trading Group, LLCBroker
March 2011 - March 2011 · 0 mos
Assent LLCBroker
March 2003 - May 2010 · 7 yrs 2 mos
Andover Brokerage, L.L.C.Broker
August 2002 - March 2003 · 7 mos
State Registrations2 states
NJNY
Advisor
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
No exam information available for this advisor.
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