Robert Zock is a registered investment advisor at Robert A. Zock & Co.,inc., based in Boston, MA, with 28 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 93 clients with $160M 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 $2.0M | 0.75% |
| $2M+ | 0.60% |
Annual fees for investment management accounts established prior to 2008 are made up of the combination of a fee charged to income and a fee charged to principal according to the following schedule: Income Portion: 6% of gross income (other than capital gains). Market Value Portion: 0.5% on an annual basis of the first $500,000 of market value, 0.3% on an annual basis of the next $500,000 of market value, 0.1% on an annual basis in excess of $1,000,000 of market value.
Fee Estimator
Location
50 Congress Street, Boston, MA, 02109
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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
Robert A. Zock & Co.,inc.
State Registrations2 states
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