Michael Robertson is a CFP-designated registered investment advisor at Shelterbelt Advisors, based in Red Hook, NY, with 1 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning.
Compensation
Firm Size
IM Fee
Fee Structure
For ongoing financial planning, there is an initial fee ranging from $300 to $900 to construct the financial plan. After that, there is a recurring monthly fee ranging from $200 to $600. The fee depends on the client's needs, complexity, time, research, and resources required.
Project-based financial planning is offered at an hourly rate of $200. Fees are negotiable.
Location
Red Hook, NY
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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.
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Michael owns and operates Sawkill Farm, a livestock farm, since 2010, dedicating a few hours per week. He also works as a Farm Financial Consultant for NY FarmNet, providing business plan consulting to NY farmers, also dedicating a few hours per week.
Employment History
Current Registrations
Shelterbelt Advisors
Previous Registrations
Taconic Advisors
State Registrations1 state
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