Robert Kuftinec is a registered investment advisor at Auour Investments LLC, based in Woburn, MA, with 12 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 369 clients with $340M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
For sub-advisory and co-advisory clients, fees charged by outside RIAs are in addition to those charged by Auour, resulting in higher total fees. All fees are negotiable.
Fee Estimator
Location
400 Tradecenter, Suite 3990, Woburn, MA, 01801
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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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Robert is a partner at Auour Advisory LLC, providing strategic consulting services to private and public corporations. He spends about a quarter of his time on this activity, and about 10-20% of his time during trading hours.
Employment History
Current Registrations
Auour Investments LLC
Previous Registrations
Keystone Capital Corporation
State Registrations1 state
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