Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment advisory fees range up to 1.10% annually based on factors like service complexity and asset level. Financial planning services are offered on an hourly basis at $400 per hour, or a fixed fee ranging from $1,000 to $5,000. Annual financial planning services are also available up to $10,000 annually. Retirement plan advisory services have separate fees.
Areas of Practice
Advisor Information
Office location
301 EDGEWATER PLACE, Suite 100, Wakefield, MA, 01880
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 files Schedule C for a CPA-related tax business and serves on the Winchester Hospital Advisory Board. He is also a member of AICPA and the Massachusetts Society of CPAs.