RD
CFA
RD
CFA

Robert Drach

19 Years of Experience
Blue Hill, ME
1 Disclosure

Robert Drach is a CFA-designated registered investment advisor at Drach Advisors LLC, based in Blue Hill, ME, with 19 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. Their firm serves 39 clients with $24M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
39 clients
Average Client Portfolio
$604K average
Assets Under Management
$23.6M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fee rates are negotiable. Some family and friends of Drach Advisors and its associated persons may have their fees reduced or waived.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

Blue Hill, ME

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History

Regulatory History (1)
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Regulatory
December 2009
Final
Other Business Activities

Robert owns and manages Drach Market Research LLC, publishing a weekly newsletter on market trends, dedicating about 10-20% of his time. He also works as an Assistant Professor at Maine Maritime Academy, spending about half his time there during the academic year.

Employment History
Current Registrations
Drach Advisors LLC
July 2006 - Present · 19 yrs 10 mos
State Registrations6 states
CAFLILLAMETX
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.