Robert Barth is a registered investment advisor at Aventine Financial Group, based in Doylestown, 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 Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 133 clients with $150M 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 | 1.00% |
Platinum Investment Advisory Services charges 1.00% annually. Private Wealth Management Services charges 0.85% annually and includes financial planning.
Fee Estimator
Location
4259 West Swamp Road, Suite 302, Doylestown, PA, 18902
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
Aventine Financial Group
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
- Edward Kohlhepp, ChFC
- Matthew Shaw, CFP
- Paula Nangle, CFPCreative Planning
- Scott Marshall, CFPCambridge Investment Research Advisors, INC.
- Beth Zucker, CFPWells Fargo Advisors
- Yunfei Zhou, CFAInfinitespring