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Robert Thorne

34 Years of Experience
Boston, MA
3 DisclosuresBrokerSells Insurance

Robert Thorne is a registered investment advisor at Flagship Harbor Advisors, LLC, based in Boston, MA, with 34 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 7,373 clients with $3.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
62 advisors
Number of Clients
7,373 clients
Average Client Portfolio
$464K average
Assets Under Management
$3.4B

Fee Structure

Planning is included in investment management (also available separately)

Flagship Harbor Advisors charges an annual fee based on a percentage of the market value of your investments. This fee generally ranges from 0.25% to 2.0%. The exact fee depends on factors like the representative assigned to your account, the amount you invest, and the complexity of your situation. Clients can choose to have fees deducted from their accounts or billed directly.

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Location

346 Commercial Street, Boston, MA, 02109

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2026
Settled
Customer Dispute
May 2019
Settled
Customer Dispute
July 2005
Denied
Other Business ActivitiesSells Insurance

Robert sells non-variable insurance products, including life, disability, long-term care, and fixed annuities, dedicating about a quarter of his time to this activity. He also provides investment advisory services and financial planning at Flagship Harbor Advisors LLC, spending nearly all of his time on this activity, and owns rental real estate property, spending minimal time.

Employment History
Current Registrations
Flagship Harbor Advisors, LLC
July 2011 - Present · 14 yrs 10 mos
LPL Financial LLCBroker
December 2010 - Present · 15 yrs 5 mos
Previous Registrations
LPL Financial LLC
July 2011 - February 2016 · 4 yrs 7 mos
Ameriprise Financial Services, INC.
July 2009 - December 2010 · 1 yr 5 mos
Ameriprise Financial Services, INC.Broker
February 1992 - December 2010 · 18 yrs 10 mos
Ids Life Insurance CompanyBroker
February 1992 - July 2006 · 14 yrs 5 mos
State Registrations10 states
CTFLMANCNHNYOHORRITX
AdvisorBrokerBoth

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
No exam information available for this advisor.