Robert Shuman
Robert Shuman is a CFA-designated registered investment advisor at Encore Investment Advisors, LLC, based in North Attleborough, MA, with 4 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 26 clients with $29M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Encore Investment Advisors' wealth management fees range from 0.50% to 1.25% annually, based on factors like the complexity of services, level of assets managed, complexity of financial planning, and the overall relationship. Fees are paid quarterly, based on the total market value of assets under management at the end of the quarter. Fees may be negotiable.
Location
North Attleborough, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Encore Investment Advisors, LLC
State Registrations2 states
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