Robert Burrow is a CFP-designated registered investment advisor at Ponta Wealth Partners, LLC, based in Winter Park, FL, 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 High Net Worth, Investment Management. Their firm serves 10 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.60% |
Fee Estimator
Location
300 Garfield Ave, Suite 200, Winter Park, FL, 32789
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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 →Employment History
Current Registrations
Ponta Wealth Partners, LLC
Previous Registrations
Ponta Wealth Partners, LLC
Pathstone
Northcoast Asset Management LLC
State Registrations1 state
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