Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 0.60% |
Fee Estimator
The firm is compensated for investment management services based on assets under management and the extent of tax and financial/wealth planning services desired. Fees are paid quarterly in arrears and are negotiable. The firm charges a minimum annual fee of $12,000 or $3,000 per quarter. Fees for financial planning and tax compliance for clients who do not use the Advisor for investment advisory services are negotiable.
Areas of Practice
Advisor Information
Office location
46 Railroad Avenue, Suite 201, Duxbury, MA, 02332
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 a sole proprietor providing tax preparation services since 2006. This non-investment related activity takes a few hours per week.