Robert Wurster is a registered investment advisor at Legacy Advisors, LLC, based in Plymouth Meeting, 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 Alternative Investments, Business Owners, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 317 clients with $5.2B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.35% |
| $50M+ | 0.25% |
Schedule reflects the Betterment program tier structure. Standard portfolio management fees generally go up to 1.25%. Fees are negotiable.
Fee Estimator
Location
5 Apollo Road, Suite 100, Plymouth Meeting, PA, 19462
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 →Other Business Activities
Robert is the treasurer of the Lancaster Polo Club.
Employment History
Current Registrations
Legacy Advisors, LLC
Previous Registrations
Savant Wealth Management
Domani Wealth, 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
- Aaron Stolpen, CFALegacy Advisors, LLC
- Michael Piotrowicz, ChFCLegacy Advisors, LLC
- Steven MignognaLegacy Advisors, LLC
- Theodore Piotrowicz, CFALegacy Advisors, LLC
- Jared Uribe-Sullivan, CFPLegacy Advisors, LLC
- Thomas Holt, CFALegacy Advisors, LLC