Robert Kania is a CFA-designated registered investment advisor at Moore Financial Advisors, LTD., based in Belmont, MA, with 10 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 90 clients with $110M 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 $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Location
83 Leonard Street, Office #9, Belmont, MA, 02478-2505
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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
Moore Financial Advisors, LTD.
Previous Registrations
Laurentide Advisory, LLC
State Registrations1 state
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