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Robert Rusiewicz

6 Years of Experience
Verona, PA
Sells Insurance

Robert Rusiewicz is a registered investment advisor at Eastmont LLC, based in Verona, PA, with 6 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$1.4M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $5.0M1.00%
$5M+0.75%

Retirement plans and 401(k)s will be between 0.25% and 0.75%. Fees are negotiable.

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

Verona, PA

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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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Other Business ActivitiesSells Insurance

Robert sells life and health insurance products and receives solicitor payments for referrals, dedicating a few hours per week. He also works as a fitness trainer and occasionally sells fitness equipment, taking about 10-20% of his time and minimal time, respectively.

Employment History
Current Registrations
Eastmont LLC
July 2019 - Present · 6 yrs 10 mos
State Registrations1 state
PA
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.