Stanley Robbins
Stanley Robbins is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Richboro, PA, with 22 years of industry experience. Stanley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more. Their firm serves 575,512 clients with $230B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers several investment management programs where fees are charged as an annual percentage of your portfolio, typically billed monthly or quarterly. Because individual financial professionals negotiate their own fee schedules and programs vary by platform, exact rates depend on the specific account type and manager selected.
- Advisor Managed Portfolios and Unified Managed Account Programs — Fees vary based on negotiations with your financial professional and the specific asset allocation models or third-party managers chosen.
- Plan Participant Retirement Program — Annual management fees charge up to 3.00% of your account assets, structured as a fixed percentage or a tiered fee schedule.
- Program Annuities — Annual advisory fees for managing outside annuities will not exceed 1.50% of program assets for new accounts.
Account minimums vary widely by program, ranging from $5,500 to $10,000 for certain automated or platform accounts, while other programs depend on the specific investment product or third-party manager.
Location
95 Almshouse Road, Suite 303, Richboro, PA, 18954
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2017Other Business ActivitiesSells Insurance
Stanley is an agent/owner/general partner at Life Ideal LLC, offering disability insurance, fixed annuities, long-term care insurance, and traditional fixed life insurance, dedicating a few hours per week. Stanley also owns rental real estate property since 2007, dedicating minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
PNC Investments
PNC InvestmentsBroker
Ids Life Insurance CompanyBroker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
State Registrations4 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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