Robert Fjeld
Robert Fjeld is a registered investment advisor at Capital Cities Investments, based in Middlebury, VT, with 5 years of industry experience. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 476 clients with $290M 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 $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable. Legacy clients may be subject to different fee schedules.
Fee Estimator
Location
63 Maple Street, Suite 25, Middlebury, VT, 05753
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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 works for the Counseling Service of Addison County as a Medication Delegate, Community Associate, and Behavior Interventionist. This non-investment related activity takes nearly full-time hours.
Employment History
Current Registrations
Capital Cities Investments
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.
Exams
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