Robert Falter
Robert Falter is a registered investment advisor at Signal Advisors Wealth, LLC, based in Harrisonburg, VA, with 7 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 4,257 clients with $1.4B 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 advisory fee is 2.0%. Fees may vary based on the size of the account, number of accounts, complexity of the portfolio, extent of activity in the account, or other factors agreed upon. Fees are negotiable in certain circumstances.
Fee Estimator
Location
370 Neff Avnue Suite J9, Harrisonburg, VA, 22801
Get directionsHistory
Regulatory History (1)
Regulatory
April 2016Other Business ActivitiesSells Insurance
Robert is the CEO of Reliable Wealth Financial Group, LLC, where he is involved in insurance sales and services. This activity takes up nearly all of Robert's time.
Employment History
Current Registrations
Signal Advisors Wealth, LLC
Previous Registrations
Ae Wealth Management, LLC
Sound Income Strategies, 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.