Robert Cawley
Robert Cawley is a registered investment advisor at Ethos Financial Group, LLC, based in Center Valley, PA, with 20 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 1,782 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ethos Financial Group's annual investment advisory fees are based on a percentage of the value of your portfolio, generally ranging from 0.25% to 2.0%. The specific fee schedule depends on the advisor you work with. A minimum of $100,000 is typically required to use this service, but Ethos may waive this requirement. Ethos does not have a minimum asset management fee.
Location
3701 Corporate Parkway, Suite 320, Center Valley, PA, 18034
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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 ActivitiesSells Insurance
Robert is an insurance agent selling individual life, health, group life, and group health insurance products since 2011, dedicating a few hours per week. He is also a partner in BCJL Management, LLC, a business entity for the management of his financial advisory practice, spending a few hours per week on management duties.
Employment History
Current Registrations
Ethos Financial Group, LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Park Avenue Securities LLCBroker
State Registrations1 state
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.