Robert Whelan is a registered investment advisor at Montis Financial, LLC, based in Waltham, MA, with 25 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 541 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Montis Financial charges a fee based on the value of your portfolio. The fee ranges from 0.48% to 1.50% annually. Fees are deducted from your account at the beginning of each period. If you end the relationship, you'll receive a refund for any unearned fees. There is a $2,500 minimum quarterly fee for new clients, which may be waived.
Location
230 Third Avenue, Floor 5, Waltham, MA, 02451
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Regulatory 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 →Employment History
Current Registrations
Montis Financial, LLC
Previous Registrations
Lido Advisors, LLC
Ferris Capital, LLC
The Colony Group, LLC
The Colony Group of Naples, LLC
The Colony Group, LLC
Kobren Insight Management INC
Kobren Insight Management INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.