Robert Mcaleer is a registered investment advisor at Charles Schwab & CO., INC., based in Boston, MA, with 18 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, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
One International Place, Boston, MA, 02110-2600
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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
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Newedge Advisors
Mid Atlantic Clearing & Settlement CorporationBroker
Russell Investments
Russell Investments Financial Services, LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Brinker Capital Securities, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Grant Williams L.P.
Grant Williams L.P.Broker
Grant Williams L.P.Broker
Grant Williams L.P.
Pacer Advisors, INC.
Lincoln Financial Distributors, INC.
Lincoln Financial Distributors, INC.Broker
Assent LLCBroker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Morgan Stanley Dw INC.Broker
TD Waterhouse Investor Services, INC.Broker
State Registrations16 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.