Robert Ellis
Robert Ellis is a CFP-designated registered investment advisor at Amherst Financial Group, LLC, based in Amherst, NH, with 24 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 147 clients with $35M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Amherst Financial Group charges a percentage of your portfolio each quarter for investment management services. The annual fee ranges from 0.75% to 1.25% depending on the scope and complexity of the services. Fees are negotiable. They can also select other investment advisors for clients through Third-Party Asset Management Programs (TAMP).
Location
8 Main Street, Amherst, NH, 03031
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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 ActivitiesSells Insurance
Robert is a registered investment advisor through Amherst Financial Group, LLC, dedicating about half of his time to this. He also works as a voluntary firefighter, provides tax preparation services, works for a mortgage company, and works for Amherst Insurance Group, spending minimal time on each of these activities. Robert is also a notary public.
Employment History
Current Registrations
Amherst Financial Group, LLC
LPL Financial LLCBroker
Previous Registrations
Eldridge Investment Advisors INC
LPL Financial LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations17 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.