Robert Springer
Robert Springer is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Allentown, PA, with 46 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1401 North Cedar Crest Boulevard, Suite 107, Allentown, PA, 18104
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2005Customer Dispute
February 1998Other Business ActivitiesSells Insurance
Robert is involved in tax preparation and insurance sales, including life insurance and equity-indexed annuities. He is also a member of a homeowners association finance committee, dedicating minimal time, and owns Crest Financial Group as a DBA for community recognition, while working as a registered representative under James Potoka.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Waddell & Reed, INC.Broker
State Registrations21 states
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.