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Robert Thorne

Flagship Harbor Advisors, LLC
34 Years of Experience
Hyannis, MA
3 DisclosuresBrokerSells Insurance
View SEC Summary
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Robert Thorne is a registered investment advisor at Flagship Harbor Advisors, LLC, based in Hyannis, MA, with 34 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, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 7,373 clients with $3.4B in assets under management.

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

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual investment advisory fee generally ranges from 0.25% to 2.00% of assets under management, depending on the amount and type of assets. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

100 Independence Drive Ste7-707, Hyannis, MA, 02601

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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
View Full SEC ReportHow to Read Disclosures
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 · 15 yrs 3 mos
LPL Financial LLCBroker
December 2010 - Present · 15 yrs 10 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.
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