Robbins Wealth Management

Robbins Wealth Management, a registered investment adviser based in Erie, Pennsylvania, has been providing investment advisory services since 1990. The firm offers discretionary and non-discretionary portfolio management services, including financial planning in areas such as family continuity, estate planning, tax and financial planning, lifestyle management, family philanthropy, and risk management. Clients can receive tax preparation and accounting services upon request. The firm acts as a fiduciary, obligated to act in clients' best interests. Investment strategies include strategic asset allocation, long-term and short-term purchases, margin transactions, and option writing, with a focus on individual client needs and objectives. Fees for portfolio management services are based on a percentage of assets under management, with an annual minimum fee of $3,000. The firm primarily advises on equity securities, mutual funds, and exchange-traded funds. Clients must have a minimum account size of $300,000, with legacy clients subject to different fee schedules. Robbins Wealth Management does not accept performance-based fees or engage in side-by-side management. The firm reviews client accounts periodically and does not vote proxies on behalf of clients. Clients have the option to opt out of the securities class action claim recovery service provided by Chicago Clearing Corporation. For more information, visit www.investrwm.com or contact 814-838-4185.