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RR
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Robert Philip Renshaw
Fountainhead Advisors
17 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Financial Planning & Coaching
Retirement Planning
Investment Management
Fountainhead Advisors
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
21 advisors
Number of Clients
1,289 clients
Average Client Portfolio
$791K average
Assets Under Management
$1.0B
Fee Structure
Investment Management
Planning
AUM-Based Fees (Tiered)
Assets Under Management
Annual Fee
Up to $250K
1.45%
$250K - $500K
1.35%
$500K - $1.0M
1.25%
$1.0M - $2.5M
1.15%
$2.5M+
1.05%
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0
$500K
$1M
$5M
$20M
Estimated Annual Fee
—
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Location
10 Independence Blvd, Suite 120, Warren, NJ, 07059
Get directions
History
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
.
Judgment / Lien
August 2012
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Fountainhead Advisors
August 2016 - Present · 9 yrs 6 mos
Previous Registrations
Fountainhead Am, LLC
July 2017 - December 2017 · 5 mos
Prestige Wealth Management Group, LLC
May 2013 - March 2015 · 1 yr 10 mos
Aepg Wealth Strategies
August 2008 - April 2013 · 4 yrs 8 mos
1st Global Advisors INC
October 2006 - July 2008 · 1 yr 9 mos
State Registrations
1 state
NJ
Advisor
Exams
No exam information available for this advisor.