Robert A. Underhill P.C. introduces clients to third-party investment advisors, primarily Freestone Capital Management. Robert Underhill helps clients select a third-party advisor and provides ongoing services. The third-party advisor manages the investment portfolio, and Robert A. Underhill P.C. advises on the selection and replacement of these advisors. Fees are determined by the third-party advisor.
Fee Structure
Robert A. Underhill P.C. does not directly manage your investments. Instead, they connect you with third-party investment advisors. The fees you pay are determined by the third-party advisor you choose, based on the size and complexity of your portfolio and the services they provide. Robert A. Underhill P.C. receives a portion of the fee you pay to the third-party advisor, typically 26-28% of the total investment advisory fee. This portion is not negotiable by you.