Robert Dockendorff is a CFP-designated registered investment advisor at May Hill Capital, LLC, based in Cohasset, MA, with 10 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, Investment Management, Retirement Planning. Their firm serves 113 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
May Hill Capital's wealth management fees are based on the average daily market value of your investments and are paid quarterly in advance. Fees range from 0.30% to 0.90% annually, depending on the complexity of services, the amount you invest, and your overall relationship with May Hill. May Hill may also offer a fixed annual fee, tiered fee schedule, or fixed dollar amount. There is a $15,000 minimum annual fee, which may be reduced or waived. If May Hill uses independent managers, the total blended fee will not exceed 2.00% annually.
Location
132 Chief Justice Cushing Highway, Unit #70, Cohasset, MA, 02025
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is a licensed attorney in Massachusetts, but is non-practicing and does not engage in any attorney-related business. He dedicates minimal time to this activity.
Employment History
Current Registrations
May Hill Capital, LLC
Previous Registrations
Dynamic Wealth Advisors
Single Point Partners
Claro 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.