Robert Bagonis
Robert Bagonis is a registered investment advisor at Ethos Financial Group, LLC, based in King of Prussia, PA, with 4 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 1,782 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ethos Financial Group's annual investment advisory fees are based on a percentage of the value of your portfolio, generally ranging from 0.25% to 2.0%. The specific fee schedule depends on the advisor you work with. A minimum of $100,000 is typically required to use this service, but Ethos may waive this requirement. Ethos does not have a minimum asset management fee.
Location
2200 Renaissance Blvd, Suite 340, King of Prussia, PA, 19406
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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 ActivitiesSells Insurance
Robert is a principal/owner of Tritium Private Wealth Strategies, LLC, focusing on estate, business succession, and insurance planning, which takes up more than full-time hours. He is also the CFO/owner of Trestle Beer Company LLC (DBA Wrong Crowd Beer Company), handling bookkeeping and taste testing, dedicating a few hours per week.
Employment History
Current Registrations
Ethos Financial Group, LLC
Previous Registrations
Almanack Investment Partners
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.