Robert Bartley
Robert Bartley is a CFP-designated registered investment advisor at Bartley Financial Advisors, LLC, based in North Andover, MA, with 25 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 98 clients with $150M 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 | 1.00% |
| $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 are negotiable. Accounts over $5,000,000 have negotiable fee rates. Minimum annual fee of $6,000 applies.
Fee Estimator
Contact
Robert Bartley
Location
800 Turnpike Street, Suite 300, North Andover, MA, 01845
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
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
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.
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