Robert Roback is a CFP-designated registered investment advisor at Luther Forest Wealth Advisors, L.L.C., based in Malta, NY, with 1 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 214 clients with $99M 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 $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M+ | 0.50% |
Clients prior to November 1, 2006 are charged an annual fee of 1%, unless the above schedule would result in a lower fee for them. Fees are subject to negotiation and LFWA reserves the right to waive the minimum quarterly fee.
Fee Estimator
Location
2715 Route 9, Suite 101, Malta, NY, 12020
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Luther Forest Wealth Advisors, L.L.C.
State Registrations1 state
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