Robert Lutts is a registered investment advisor at Cabot Wealth Management, based in Salem, MA, with 32 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, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 650 clients with $1.2B 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 | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees are subject to negotiation and may be adjusted based on the depth and complexity of investment and financial planning services. Fees for accounts over $10,000,000 are negotiable.
Fee Estimator
Location
216 Essex Street, Salem, MA, 01970
Get directionsHistory
Regulatory History (1)
Regulatory
August 1996Other Business Activities
Robert is an instructor at Salem State College School of Business, teaching an investment management course since 2003. He teaches one class for one or two semesters each school year, dedicating about 10-20% of his time.
Employment History
Current Registrations
Cabot Wealth Management
State Registrations2 states
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
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