Robert Cusack is a registered investment advisor at Canton Hathaway LLC, based in Providence, RI, 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 Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 105 clients with $670M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees may vary depending on the client relationship and may be waived or reduced at the advisor's discretion.
Fee Estimator
Location
One West Exchange Street, Suite 3202, Providence, RI, 02903
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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 Activities
Robert is the Chief Financial Officer of EMB, LLC, a financial administration company, dedicating nearly full-time hours to this role. He also serves as the Board Secretary for Tobacco Settlement Financial Corp, a non-profit, spending minimal time on administrative tasks.
Employment History
Current Registrations
Canton Hathaway LLC
Previous Registrations
Whalerock Point Partners, LLC
Newport Investment Management LLC
Preferred Asset Management, LLC
Vantage Advisors, LLC
State Registrations2 states
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