Robert Cryts
Robert Cryts is a registered investment advisor at Cambridge Financial Services, based in Pelham, NH, 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 1 more. Their firm serves 52 clients with $5M 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 $100K | 1.15% |
| $100K - $500K | 0.88% |
| $500K - $1.0M | 0.60% |
| $1M+ | 0.33% |
Fees may be negotiable, reduced, or waived at Cambridge Financial Services' discretion.
Fee Estimator
Location
Pelham, NH
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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 →Other Business ActivitiesSells Insurance
Robert works as an investment advisor for Cambridge Financial Services LLC, dedicating about a quarter of his time. He also works as an agent selling fixed insurance products, including life insurance and annuities, dedicating about a quarter of his time.
Employment History
Current Registrations
Cambridge Financial Services
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Cetera Advisors LLC
Investors Capital Advisory
Investors Capital CORP.Broker
Investors Capital CORP.Broker
Commonwealth Equity Services, INC.Broker
G.R. Stuart & Company, INC.Broker
Financial Securities Network,inc.Broker
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.