Robert Boehner is a CFP-designated registered investment advisor at Financial Consulate, based in Gettysburg, PA, with 9 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 849 clients with $1.1B 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 | 1.00% |
| $1.0M - $5.0M | 0.70% |
| $5.0M - $25.0M | 0.50% |
| $25M+ | 0.25% |
Rates shown are for managed portfolios including equity. Income portfolios without equity, separately managed income accounts, and guaranteed withdrawal annuities are charged 0.50% or 0.25% of all assets. Fees are negotiable.
Fee Estimator
Contact
Robert Boehner
Location
1302 Proline Place, Gettysburg, PA, 17325
Get directionsHistory
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 Activities
Robert receives trailing revenue from a prior accounting practice through the non-operating entity "Robert C Boehner, CPA, PC". This activity is not investment-related.
Employment History
Current Registrations
Financial Consulate
State Registrations1 state
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
More Advisors
- Alec Sunners, CFPFinancial Consulate
- Christopher O'shea, CFPFinancial Consulate
- Michael Mccarthy, CFP, PFSFinancial Consulate
- Roger Bair, CFPFinancial Consulate
- Graham Ewing, CFPFinancial Consulate
- Leo Lavezza, CFPFinancial Consulate