Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for 401(k) plan management range from 0.25% to 0.50% of assets under management and are negotiable. Financial planning fees range from $100 to $250 per hour or a flat rate of $1,000 to $5,000, depending on the complexity. As a fee-paying client, you are not obligated to purchase other investment or insurance products from them.
Areas of Practice
Advisor Information
Office location
801 Cambridge Street, Cambridge, MA, 02141
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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 ActivitiesSells Insurance
Robert is an agent at The CIP Group / Comprehensive Insurance Providers since 2004, selling fixed insurance products, dedicating a few hours per week. He is also a registered investment advisor with CIP Capital Management LLC since 2022, spending about 10-20% of his time on this investment-related activity.