Robert Boutin is a registered investment advisor at Physicians' Financial L.C., based in Northville, MI, with 15 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Medical Professionals, and 2 more. Their firm serves 18 clients with $530K 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 | 1.25% |
Fees may be negotiable for certain relationships.
Fee Estimator
Location
Northville, MI
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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
Physicians' Financial L.C.
Previous Registrations
Morgan Stanley Smith Barney LLC
State Registrations1 state
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