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INVESTRWM.COM

Robbins Wealth Management

We are an independent, fee based, wealth management firm providing service in the Erie, PA and Cleveland, OH areas. We specialize in options strategies.

http://www.investrwm.com/

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Robbins Wealth Management | investrwm.com Reviews
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We are an independent, fee based, wealth management firm providing service in the Erie, PA and Cleveland, OH areas. We specialize in options strategies.
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1 robbins wealth management
2 about rwm
3 philosophy
4 our team
5 fee schedule
6 our services
7 client links
8 td ameritrade
9 cloud docs
10 info@investrwm com
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robbins wealth management,about rwm,philosophy,our team,fee schedule,our services,client links,td ameritrade,cloud docs,info@investrwm com,discloure,privacy notice
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Robbins Wealth Management | investrwm.com Reviews

https://investrwm.com

We are an independent, fee based, wealth management firm providing service in the Erie, PA and Cleveland, OH areas. We specialize in options strategies.

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1

Disclosure — Robbins Wealth Management

http://www.investrwm.com/disclosures

Your use of this site constitutes your acceptance and recognition of this DISCLOSURE. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY ‘LINKED’ WEBSITE. NOTHING ON THIS WEBSITE SHOULD IMPLY THAT PAST RESULTS ARE AN INDICATION OF FUTURE PERFORMANCE. Which is available upon request for a complete listing of state registrations. Our regulatory disclosure,. Is available for you to view.

2

Contact Us — Robbins Wealth Management

http://www.investrwm.com/new-page-49

3939 West Ridge Road, Suite C-2. Erie PA, 16506. 800) 726-0338 and (814) 838-4185.

3

Fee Schedule — Robbins Wealth Management

http://www.investrwm.com/new-page-4

Declining Fee Schedule Based Upon Aggregate Assets Under Management. The first $1,000,000.00 .1.00%. The next $1,000,000.00 .0.80%. The next $1,000,000.00 .0.70%. Any aggregate assets above $3,000,000.00 .0.60%. NOTE : These are annual percentage rates. Fees are billed quarterly, in arrears, based on the market value as of the last day of the calender quarter. The minimum annual fee is $3,000.00 ($750.00 per quarter). Effective Fees For Different Asset Levels.

4

Our Services — Robbins Wealth Management

http://www.investrwm.com/new-page-5

Comprehensive Retirement Planning -. Making informed decisions regarding your retirement and how best to invest your nest egg is our specialty. We believe a person's portfolio should be designed so that it provides the client with the highest probability of reaching their long-term goals. Our aim is to lend professional advice allowing you to reach your goals while also providing piece of mind through understanding.

5

Our Team — Robbins Wealth Management

http://www.investrwm.com/new-page-3

James Robbins, CFP. Prior to founding the company in 1991, Jim served as a registered representative for several Broker Dealers and has been a CERTIFIED FINANCIAL PLANNER professional. Assisting clients with comprehensive financial and retirement planning is one of Russell's areas of expertise. Additionally, Russell oversees numerous operational tasks of the corporation. Eric Robbins, CFA. Eric is a financial advisor as well as a lecturer in finance at Penn State Erie - The Behrend College, where he teac...

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Customer Testimonials - King Communications

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Raquo; View Customer Testimonials. 1962 West 26th Street. Erie, Pennsylvania 16508. P: 800.788.5464. P: 814.454.0955. F: 814.454.4569. Eric J. Robbins. Fr Davis, Pastor. St Michael the Archangel Church, Fryburg, PA. No one else in the industry provides the level of product, pricing and service that King Communications offers. They are, hands down, the best. King Communications is simply the BEST. I have worked with them on numerous projects over the years and have never been disappointed. King Communicat...

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Welcome to Robbins Wealth Management. RWM) is an independent, fee-based. Investment management company offering wealth management and retirement planning services to families, high net worth individuals, and trusts. On either a discretionary or non-discretionary basis. With over 50 years of combined experience in the financial industry, our advisors are well qualified to assist you through life's various challenges.

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