RC
CFP · ChFC
RC
CFP · ChFC

Robert Richard Cordeau

20 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
506 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$819.2M

Fee Structure

Minimum Investment:$1M
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.25%
$1.0M - $2.5M1.00%
$2.5M - $5.0M0.80%
$5.0M - $10.0M0.70%
$10M+0.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$12,500
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Location

Milford, NH

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Mclean Asset Management CORP.
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
Aurelius Family Office, LLC
October 2022 - January 2023 · 3 mos
Mclean Asset Management CORP.
October 2009 - December 2022 · 13 yrs 2 mos
The Harbor Group, INC.
May 2006 - October 2009 · 3 yrs 5 mos
Focus Capital
August 2004 - April 2005 · 8 mos
State Registrations2 states
NHTX
Advisor
Exams
No exam information available for this advisor.