Robert Gregov is a CFA, CFP-designated registered investment advisor at Roche Financial Partners LLC, based in Hopewell, NJ, with 21 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 46 clients with $73M in assets under management.
Compensation
Firm Size
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Fee Structure
Roche Financial Partners manages investment portfolios for a fee ranging from 0.50% to 1.25% of the value of your portfolio each year. The fee is calculated at the end of each quarter and deducted from your investment account. This fee covers the design and ongoing management of your investment and retirement accounts. The firm does not receive commissions or third-party payments.
Location
Hopewell, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Roche Financial Partners LLC
State Registrations4 states
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