Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WTIA's fees are based on a percentage of assets under management or the volume of assets subject to WTIA’s investment advice. Fees are subject to negotiation and can vary based on client type, asset class, pre-existing relationship, service levels, portfolio complexity, and account size. WTIA reserves the right to waive minimum account requirements. Fees for non-discretionary services including Model Delivery are generally determined considering the overall relationship and are subject to negotiation.
Areas of Practice
Advisor Information
Office location
Fairport, NY
Get directionsRegulatory 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 an employee and investment advisor representative of Manning & Napier Advisors, LLC. He is also a board member of Friends of Orchard Park Library since January 2025, a non-investment related activity requiring minimal time.