Robert Rago
Robert Rago is a ChFC-designated registered investment advisor at Cedar Spring Advisors, LLC, based in Lancaster, PA, with 3 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 285 clients with $170M 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 $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
The annual fee may be negotiable based upon certain criteria (e.g., service level, historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
Lancaster, PA
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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 ActivitiesSells Insurance
Robert is the owner, insurance agent, and business consultant at Rago Financial since 2020. This investment-related activity takes about 10-20% of his time.
Employment History
Current Registrations
Cedar Spring 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.