Robert Michaud is a registered investment advisor at New Frontier Advisors, LLC, based in Boston, MA, with 16 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management. Their firm serves 122 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.60% |
Fees vary by access model. Sponsor Firm models range from 0.10% to 0.35% per annum. Direct models do not exceed 0.45% per annum. Friends and Family accounts do not exceed 0.60% per annum. Custom portfolios do not exceed 0.50% per annum. Optional tax management incurs an additional 0.10% per annum.
Fee Estimator
Location
155 Federal Street, 10th Floor, Boston, MA, 02110
Get directionsHistory
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 a partner of Michaud Partners, LLP, which holds patents for Michaud optimization.
Employment History
Current Registrations
New Frontier Advisors, LLC
Previous Registrations
New Frontier Management Company, LLC
New Frontier Advisors, LLC
State Registrations1 state
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
More Advisors
- Jeffrey Megar, CFANew Frontier Advisors, LLC
- Paul Scleparis, CFAScs Capital Management LLC
- Benjamin Webber, CFASawyer & CO INC
- Jennifer Reardon, CFPRBC Capital Markets, LLC
- Matthew Johnson, CFPWelch & Forbes LLC
- James Gilloran, CFPCorient