Robert Auclair
Robert Auclair is a CFP-designated registered investment advisor at Balanced Wealth Management, LLC., based in East Greenwich, RI, with 20 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 180 clients with $83M 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 $500K | 1.50% |
| $500K - $1000K | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.55% |
| $5M+ | 0.50% |
Fees may be negotiable. For accounts using the Strategic Advisers, Inc. platform, an additional 0.25% fee applies.
Fee Estimator
Location
378 Main Street, Suite 105, East Greenwich, RI, 02818
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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 Activities
Robert provides tax preparation services through Balanced Wealth Management, LLC, during tax season. This is a non-advisory role and separate from his advisory business.
Employment History
Current Registrations
Balanced Wealth Management, LLC.
Previous Registrations
Randall Financial Group, LLC
State Registrations2 states
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