Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees for accounts over $5,000,000 are quoted. Investment management fees can be higher than the schedule noted above, but would not exceed 2% per year.
Fee Estimator
The annual advisory fee covers both financial planning and investment management, based on the amount of planning work and complexity. It's calculated as a percentage of investable assets. The minimum annual advisory fee is $5,000, but this is negotiable and may be waived. Hourly planning services are available at $450/hour for Robert Bartley and $125-$275/hour for other team members.
Areas of Practice
Advisor Information
Office location
169 South River Road, Suite 17, Bedford, NH, 03110
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Robert Charles BartleyRegulatory 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 owns a CPA firm since 1997, where he works as a manager and CPA professional. This activity takes minimal time.
Employment History
Current Registrations
Bartley Financial Advisors, LLC
State Registrations2 states
Exams
Additional Information
Bob is both a CPA and a CFP. He's a Summa Cum Laude graduate of Merrimack College and a Presidential Scholar, with over 30 years of business experience and over 20 years experience owning financial planning firm.