Robert Allan is a registered investment advisor at Johnson & White Wealth Management LLC, based in York, PA, with 18 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. Their firm serves 480 clients with $480M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Johnson & White Wealth Management manages investment accounts for a fee that varies depending on the size and complexity of the account. The fee typically ranges from 0.00% to 1.25% per year of the value of your investments. Fees are negotiable and may be lower or higher than this range. Accounts of related persons may be combined to determine the fee rate. Clients with smaller accounts should be aware that they may receive similar services from other professionals for higher or lower overall costs. Assets held at DPL will be charged a fee of 0.75% per annum of the market value of the client’s assets managed by DPL.
Location
224 St. Charles Way, Suite 200, York, PA, 17402
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is a professional ultimate frisbee athlete for Philadelphia Phoenix since 2013, also involved in ticket sales. This takes about a quarter of his time.
Employment History
Current Registrations
Johnson & White Wealth Management LLC
Previous Registrations
Wells Fargo Advisors, LLC
State Registrations1 state
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