RM
RM
Robert Mccarthy
17 Years of Experience
Wrentham, MA
1 Disclosure
Robert Mccarthy is a registered investment advisor at Alternative Capitalis, LLC, based in Wrentham, MA, with 17 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 96 clients with $93M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
96 clients
Average Client Portfolio
$966K average
Assets Under Management
$92.7M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $5.0M | 0.85% |
| $5M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Wrentham, MA
Get directionsHistory
Regulatory History (1)
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Regulatory
July 2025Final
Employment History
Current Registrations
Alternative Capitalis, LLC
June 2025 - Present · 11 mos
Previous Registrations
Kanon Bloch Carre
December 2024 - November 2025 · 11 mos
Kanon Bloch Carre
March 2008 - December 2017 · 9 yrs 9 mos
Rinet Company, LLC
April 2001 - November 2009 · 8 yrs 7 mos
State Registrations4 states
FLMAMENH
Advisor
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
No exam information available for this advisor.