Robert Holdcroft
Robert Holdcroft is a registered investment advisor at Three Cord True Wealth Management, LLC, based in Beaver, PA, with 12 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 584 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Three Cord True Wealth Management (3CTWM) offers investment management through its 3CTWM II wrap fee program. Fees for this program range from 0.7% to 1.3% annually, based on the value of your account. For Manager Access Select clients, the fees include an LPL program fee of up to 0.35% and an advisor fee of up to 2.50%. 3CTWM has the authority to negotiate fees.
Location
535 Third Street, Beaver, PA, 15009
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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 operates under two DBAs for his LPL business: Three Cord True Wealth Management, LLC and Holdcroft Wealth Management. He also sells non-variable insurance, dedicating full-time hours to this activity, and serves as a board member for Marshall Heights Homeowners Association, spending minimal time on it.
Employment History
Current Registrations
Three Cord True Wealth Management, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
The Ayco Company,l.p.
Mercer Allied Company, L.P.Broker
Sagepoint Financial, INC.Broker
State Registrations11 states
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.