Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees for over $5,000,000 are quoted. Current client relationships exist where the fees are higher or lower than the fee schedule. The investment management fees charged can be higher than the schedule noted above due to the size or complexity of a new client’s situation. The fees charged would not exceed 2% per year.
Fee Estimator
Contact
Robert Charles Bartley
Location
169 South River Road, Suite 17, Bedford, NH, 03110
Get directionsHistory
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 owns a CPA firm since 1997, where he works as a manager and CPA professional. This activity takes minimal time.
Employment History
Current Registrations
Bartley Financial Advisors, LLC
State Registrations2 states
Exams
Additional Information
Bob is both a CPA and a CFP. He's a Summa Cum Laude graduate of Merrimack College and a Presidential Scholar, with over 30 years of business experience and over 20 years experience owning financial planning firm.