Robertson Breed
Robertson Breed is a CFA-designated registered investment advisor at F L Putnam Investment Management CO., based in Portland, ME, with 22 years of industry experience. Robertson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 2,563 clients with $7.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.10% |
| $2.0M - $5.0M | 0.93% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fees are negotiable under certain circumstances.
Fee Estimator
Location
5 Widgery Wharf, 4th Floor, Portland, ME, 04101
Get directionsHistory
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 →Other Business Activities
Robertson is the president of Seacoast Advisors, a consulting firm, since 1991. He spends minimal time on research and reporting for this partially investment-related activity.
Employment History
Current Registrations
F L Putnam Investment Management CO.
Previous Registrations
Putnam F L Investment Management CO
State Registrations4 states
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.