Robert Lockyer is a registered investment advisor at Moondance Investment Advisors, LLC, based in Reading, PA, with 8 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 42 clients with $35M 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 | 1.80% |
Annual fees generally range between 0.05% and 1.8% of assets under management, with a maximum of 2.0% for fixed percentage rates. Fees are negotiable based on factors such as account size and complexity.
Fee Estimator
Location
Reading, PA
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 →Employment History
Current Registrations
Moondance Investment Advisors, LLC
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
- Bryan Minner, PFSAusdal Financial Partners, INC.
- Brett Diamond, CFPEdward Jones
- Julie Kemp, CFPLPL Financial LLC
- Allan Cornman, CFPAmeriprise Financial Services, LLC
- Kevin Cavanna, CFPLPL Financial LLC
- Christopher Whitcombe, CFPLPL Financial LLC