RE
CFP
RE
CFP

Robert End

5 Years of Experience
New York, NY

Robert End is a CFP-designated registered investment advisor at Retirable, based in New York, NY, with 5 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,210 clients with $300M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
2,210 clients
Average Client Portfolio
$136K average
Assets Under Management
$301.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are capped at $10,000 per year. Altruist model portfolios may charge an additional 0% to 0.12% per year.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

900 Broadway, Suite 808, New York, NY, 10003

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Retirable
June 2021 - Present · 5 yrs 4 mos
State Registrations2 states
NYTX
Advisor

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
No exam information available for this advisor.
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