Robert Roselli is a CFP-designated registered investment advisor at Peak Financial Management INC, based in Wellesley, MA, with 31 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 353 clients with $530M 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 | 0.95% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.75% |
Fees, account minimums and payment terms are negotiable depending on client's unique situation.
Fee Estimator
Location
93 Worcester Street, Suite 101, Wellesley, MA, 02481
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert occasionally provides notary services for clients of Equitable Advisors, spending minimal time on this activity. He also collects residual income from insurance business written between 2011 and 2019.
Employment History
Current Registrations
Peak Financial Management INC
Previous Registrations
AXA Advisors, LLC
AXA Advisors, LLCBroker
Santander Securities LLCBroker
AXA Advisors, LLCBroker
PFS Investments INC.Broker
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.