Robert Kedra
Robert Kedra is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in West Chester, PA, with 1 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 Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B 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 | 2.00% |
Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.
Fee Estimator
Location
300 Willowbrook Lane, Suite 315, West Chester, PA, 19382
Get directionsHistory
Regulatory History (1)
Criminal
October 2016Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
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
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