Robert
Boehner
Financial Consulate
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About this Advisor
Robert Boehner is a financial advisor based in Gettysburg, Pennsylvania, working with Financial Consulate. Robert has previously held positions at The Financial Consulate Inc and Robert C Boehner, Cpa, Pc. Robert is registered to provide services in Pennsylvania. Currently, Robert is part of Financial Consulate, which operates out of Gettysburg, Pennsylvania. The firm has 2 offices and 23 employees. The firm manages assets totaling $782.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Financial Consulate includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Financial Consulate Brokerage Details
$782,269,600
23
3,093
$252,916
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Robert Boehner Work History
The Financial Consulate Inc
Robert C Boehner, Cpa, Pc
Disclosures
Please visit the SEC profile of Robert Boehner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Financial Consulate
Hunt Valley, MD
Hunt Valley, MD
Gettysburg, PA
Hunt Valley, MD
Hunt Valley, MD
Hunt Valley, MD
Hunt Valley, MD
Hunt Valley, MD
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