Robert Abraham is a registered investment advisor at Abraham, Robert Ralph JR, based in Salem, MA, with 21 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Tax Planning. Their firm serves 16 clients with $6.1M 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 $100K | 1.40% |
| $100K - $500K | 1.13% |
| $500K+ | 1.00% |
1.125% fee is negotiable for assets between $100,000 and $500,000.
Fee Estimator
Location
Salem, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Abraham, Robert Ralph JR
State Registrations1 state
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