Robert Allan is a registered investment advisor at Johnson & White Wealth Management LLC, based in York, PA, with 19 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 480 clients with $480M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees generally vary from 0.00% to 1.25% per annum depending on account size and complexity. Fees are negotiable.
Fee Estimator
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.
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 Activities
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
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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