Robert A. Almony Jr., LLC offers financial and retirement planning, and investment advice. He helps clients create comprehensive or limited scope financial plans. He also reviews existing client accounts and financial plans, helping clients determine strategies to maximize assets and meet their goals. As a fee-only advisor, he prioritizes the client’s well-being and seeks to avoid conflicts of interest. He does not manage client assets but helps clients build a portfolio of mutual funds. He also provides tax advice.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Robert A. Almony Jr., LLC provides investment advice based on the value of your portfolio. The hourly rate increases as your portfolio value increases:
- $100,000 or less: $99/hour
- $100,001 - $200,000: $150/hour
- $200,001 - $500,000: $180/hour
- $500,001 - $1,000,000: $240/hour
- Over $1,000,000: $300/hour
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