Robert Fogarty is a registered investment advisor at Compass Capital Corporation, based in Braintree, MA, with 31 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 1,318 clients with $700M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Compass Capital Corporation charges for investment management based on a percentage of the value of your portfolio. All fees are negotiable between Compass Capital Corporation and the client based on the relationship, needs, and circumstances. Fees are billed quarterly in arrears and are usually deducted directly from your account by the custodian.
Location
50 Braintree Hill Office Park, Suite 105, Braintree, MA, 02184-8734
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
Robert is a sole proprietor of Bristol Financial Services since 1992. This is an investment-related activity and takes up a full-time commitment.
Employment History
Current Registrations
Compass Capital Corporation
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.
Exams
More Advisors
- Scott ChaissonCompass Capital Corporation
- John Walsh, CFP
- Kennan Startzell, CFPStablepoint Partners, LLC
- David Mullen, CFALittle House Capital, LLC
- Daniel O'brien, CFPCetera Investment Advisers LLC
- Kevin Cotton, CFPCommonwealth Financial Network