Robert Bosco
Robert Bosco is a CFP-designated registered investment advisor at Cliftonlarsonallen Wealth Advisors, LLC, based in Boston, MA, with 18 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 7,354 clients with $14B 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 | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Standard fee for Core clients (accounts of $2M or less at inception) is a flat 1.10%. Non-Core clients use the tiered schedule above. Fees are negotiable.
Fee Estimator
Location
Two International Place, 22nd Floor, Boston, MA, 02110
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 Principal of CliftonLarsonAllen LLP and serves on the board of directors for the Orlando Shakespeare Theater and Central Florida Community Arts. He also serves as Vice Chair of the Gracia B. Livingston Foundation, dedicating minimal time to this role, which is investment-related.
Employment History
Current Registrations
Cliftonlarsonallen Wealth Advisors, LLC
Cliftonlarsonallen Wealth Advisors, LLCBroker
Previous Registrations
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Home Life Insurance CompanyBroker
W. S. Griffith & CO., INC.Broker
Thomas James Associates, INC.Broker
State Registrations7 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.
Exams
More Advisors
- Paul Scleparis, CFAScs Capital Management LLC
- Matthew Johnson, CFPWelch & Forbes LLC
- James Gilloran, CFPCorient
- Jennifer Loveless, CFPRwa Wealth Partners
- Benjamin Webber, CFASawyer & CO INC
- Lucas Turton, CFAClaritas Advisors, LLC