Robert Auditore is a registered investment advisor at Captrust, based in Boston, MA, with 33 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 36,839 clients with $1100B 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 $500K | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Advisory fees are subject to negotiation based on multiple factors including clients with multiple accounts, size of the account, a prior or existing relationship, and a client’s particular needs or financial characteristics.
Fee Estimator
Location
One Liberty Square, 13th Floor, Boston, MA, 02109
Get directionsHistory
Regulatory History (1)
Regulatory
October 2001Employment History
Current Registrations
Captrust
Previous Registrations
Captrust Financial Advisors or "captrust"
Capfinancial Securities, LLC.Broker
Lighthouse Capital, LLC
Bay Colony Securities CO., INC.Broker
Thomas James Associates, INC.Broker
L & M Securities CompanyBroker
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.