Robert Tamkin is a ChFC-designated registered investment advisor at Shrier Associates, LLC, based in Milton, MA, with 24 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 156 clients with $78M 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 $500K | 1.15% |
| $500K - $1.0M | 1.10% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $3.5M | 0.50% |
| $3.5M+ | 0.30% |
Fees and billing options are negotiable at Shrier Associates discretion. The firm also offers Fee Billing Option B, which is a flat percentage fee that is negotiable. If the firm uses a sub-advisor, the sub-advisor's fees range from 0% to 0.87% and are deducted monthly. These fees are in addition to Shrier Associates' fees.
Fee Estimator
Location
Milton, MA
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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 is a sole proprietor offering life, health, and related insurance product sales and advisory services since 1980. He dedicates about a quarter of his time to this business.
Employment History
Current Registrations
Shrier Associates, LLC
State Registrations2 states
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