Robert Handfuss
Robert Handfuss is a registered investment advisor at Bankers Life Advisory Services, INC., based in Toms River, NJ, with 9 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 14,314 clients with $2.5B 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 | 2.50% |
Fees range from 0.50% to 2.50% annually and are negotiable based on portfolio size and other business considerations.
Fee Estimator
Location
1433 Hooper Ave. Suite 121, Toms River, NJ, 08753
Get directionsHistory
Regulatory History (1)
Regulatory
November 2001Other Business ActivitiesSells Insurance
Robert is an insurance agent for Bankers Life and Casualty Company, selling life, health, and annuity products, taking about half of his time. He is also a notary, providing free services as an accommodation.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
State Registrations5 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.
Exams
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