Roberts, Glore & Co. has been providing investment advisory services since 1984. The firm builds customized investment portfolios tailored to each client's long-term goals, risk tolerance, and income needs. Roberts, Glore & Co. primarily focuses on publicly traded securities such as common stocks, bonds, mutual funds, closed-end funds, and exchange-traded funds or notes. Portfolios are managed on either a discretionary basis, where the firm makes trades without prior client approval, or a non-discretionary basis, where clients approve trades beforehand. The firm also occasionally offers one-time consultations, date-of-death valuations, asset division calculations for estate resolutions, and broad-based financial planning advice covering estate, educational, retirement, intergenerational wealth transfer, insurance, and charitable giving. Roberts, Glore & Co. serves individuals, high-net-worth individuals, trusts, family offices, corporate pensions, profit-sharing plans, and charitable organizations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees are negotiable, especially for larger portfolios or portfolios with specific asset mixes. Fees for non-discretionary accounts may be higher, and fees for portfolios of $10 million or more may be lower. Bond- or fund-centric portfolios have negotiable fees.