Robert Piton is a CFA-designated registered investment advisor at Total Clarity Wealth Management, INC, based in Hollis, NH, with 22 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more. Their firm serves 996 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Total Clarity offers several investment management programs, including Vision, Value, and PreActive accounts. Fees are calculated as a percentage of the account value, billed quarterly.
- Vision and Value Accounts: Fees are based on the account value at the end of the previous quarter.
- PreActive Accounts: Fees are based on the average daily balance of the account over the previous quarter.
Fees are negotiable and may vary among advisors. The total fee for Value and PreActive accounts (advisory fee plus transaction fees) could be high compared to industry standards. There are also Vision CB and Value CB accounts with different billing schedules.
Location
Hollis, NH
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2020Other Business Activities
Robert is a trustee for rental property, dedicating minimal time to it. He also works full-time as a subcontractor for Preactive Investments DBA, managing assets for investment clients. Robert is also a managing member of Resonance Pi, LLC, a software design and development company, but has not spent any time on it yet.
Employment History
Current Registrations
Total Clarity Wealth Management, INC
Previous Registrations
Rothschild Investment CorporationBroker
Tjm Investments, LLCBroker
Kovitz Securities, LLCBroker
Kovitz Investment Group, LLC
Rothschild Investment Corporation
Rothschild Investment CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.