Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The standard advisory fee is 2.0% of net assets under management, billed quarterly in advance or arrears. Fees are negotiable based on client type, discretionary authority, assets under management, and other factors. The minimum account size is generally $100,000, but this is negotiable. Clients are responsible for additional investment expenses such as custodial charges and brokerage fees.
Areas of Practice
Advisor Information
Office location
320 Post Road, Suite 230, Darien, CT, 06820
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 the Chief Executive Officer of Sprott Asset Management USA Inc., dedicating nearly full-time hours weekly to oversight, strategic planning, and execution of advisory services. Robert also owns rental property, spending minimal time collecting rent and meeting tenant needs.