Robert Mestjian
Robert Mestjian is a CFP-designated registered investment advisor at Alliance Private Wealth, LLC, based in North Reading, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 167 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Alliance Private Wealth's wealth management fees range from 0.25% to 1.25% annually, based on factors like the complexity of services, the amount of assets managed, and the overall relationship. Fees are paid quarterly in advance and are based on the market value of your portfolio at the end of the prior quarter. Fees may be negotiable.
Location
200 Park St, North Reading, MA, 01864
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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 sells fixed insurance under Alliance Private Wealth, LLC and is an Investment Advisor Representative (IAR) there, offering financial planning services. He is also a co-owner of Alliance Private Wealth, LLC, spending nearly all of his time on these activities.
Employment History
Current Registrations
Alliance Private Wealth, LLC
Previous Registrations
Commonwealth Financial Network
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.