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 Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning. 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% |
Some accounts may be billed at a different rate based on other factors. Fees are negotiable on a client-to-client basis. The firm also retains discretion to modify the fee structure in writing to the client.
Fee Estimator
Contact
Robert Boehner
Location
1302 Proline Place, Gettysburg, PA, 17325
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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 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
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