Robert Whitney is a ChFC-designated registered investment advisor at Polaris Investment Advisors, LLC, based in Framingham, 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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 138 clients with $220M 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 | 1.25% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.70% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
Framingham, MA
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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 is an enrolled agent and tax preparer at Whitney & Gore Financial since 1998. He spends a full-time equivalent trading securities.
Employment History
Current Registrations
Polaris Investment Advisors, LLC
Previous Registrations
Polaris Advisors, LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Walnut Street Securities, INC.Broker
State Registrations1 state
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