Robert Mccullough
Robert Mccullough is a CFP-designated registered investment advisor at Mc2 Financial Advisers, INC., based in Newtown Square, 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 Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 66 clients with $65M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.70% |
An additional 0.25% fee is charged for assets managed through Pontera.
Fee Estimator
Location
8 Smedley Lane, Newtown Square, PA, 19073
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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 partner at McCullough & Company, CPA's, providing accounting, consulting, and tax preparation services, dedicating about a quarter of his time during trading hours. He also volunteers as a coach for Radnor Wayne Little League and is Co-President of the Delaware County Attorney/CPA Forum.
Employment History
Current Registrations
Mc2 Financial Advisers, INC.
State Registrations1 state
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