A complete list of active advisors currently associated with Route 20 Private Wealth Inc.

Warmer can help you find a great advisor at Route 20 Private Wealth Inc. or one who fits your needs even better.

Route 20 Private Wealth Inc. provides investment advisory and financial planning services primarily to individual (non–high-net-worth) clients and to pension and profit-sharing plans, serving in a fiduciary capacity. The firm delivers continuous portfolio management and retirement-plan consulting (typically as an ERISA 3(21) adviser) and includes financial planning as part of its services at no additional charge. Rte 20 manages client accounts mostly on a discretionary basis and uses a mix of analysis (charting, fundamental and technical) and strategies ranging from buy-and-hold to short-term trading and short selling. Unusually for a two-advisor firm, it also acts as a subadviser to an ETF and provides portfolio management for pooled investment vehicles. Compared with peers, Rte 20 is notable for its involvement with investment companies and pooled vehicles despite modest regulatory assets under management (~$83.5 million) and a small advisory team, a combination that is statistically uncommon. The firm does not charge performance-based fees to its advisory clients under its standard agreements, but its role as general partner of a private fund gives it a separate performance-linked economic interest (carried interest) that prospective clients may want to consider.

To learn more about the advisors currently working at Route 20 Private Wealth Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.