Robert Dilegge is a registered investment advisor at Hemsley Advisors, LTD., based in Clearwater, FL, with 2 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, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 324 clients with $640M 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 $50K | 0.60% |
| $50K+ | 0.60% |
Accounts under $50,000 have a minimum fee of $300 per year, which may be waived at Hemsley Advisors's discretion. Pre-existing clients may be grandfathered in at earlier fee schedules. Fees are negotiable.
Fee Estimator
Location
Clearwater, FL
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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 Activities
Robert is a partner in Carroll Street, LLC, a real estate LLC holding a rental property since 2019. He spends a few hours per week on property management.
Employment History
Current Registrations
Hemsley Advisors, LTD.
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
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