Robert Hodge is a registered investment advisor at Hodge Financial Services, LLC, based in Hinsdale, NH, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 23 clients with $20M 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% |
| $1M+ | 1.25% |
Fees on amounts over $1,000,000 are negotiable. In certain circumstances for existing clients the annual fee may be higher or lower than the fee schedule above.
Fee Estimator
Location
Hinsdale, NH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Hodge Financial Services, LLC
State Registrations2 states
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