Robert Valleau
Robert Valleau is a registered investment advisor at Almanack Investment Partners, based in Wayne, PA, with 17 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, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 426 clients with $950M 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 | 2.50% |
Fees generally range from 0.05% to 2.50% annually based on a percentage of assets under management. Fees are negotiable based on client complexity, volume of assets, and other factors.
Fee Estimator
Location
656 E. Swedesford Rd, Suite 301, Wayne, PA, 19087
Get directionsHistory
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 for multiple brokerages, focusing on life insurance sales and service, dedicating about 10-20% of his time to one and minimal time to others. He is also a 100% owner and financial planner at White Knight Capital, spending nearly full-time hours there.
Employment History
Current Registrations
Almanack Investment Partners
Previous Registrations
Mercap Securities, LLCBroker
Mercap Advisors, INC.
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, 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.
Exams
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