Robert Skloff
Robert Skloff is a CFA-designated registered investment advisor at French and Skloff Investment Advisors, LLC, based in Medfield, MA, with 15 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
French and Skloff Investment Advisors offers portfolio management services. The annual fee is a percentage of the total value of your investments:
- For comprehensive portfolio management, the fee is generally 2%.
- For smaller accounts using only Exchange Traded Funds (ETFs), the fee is 1.25%.
For accredited investors in equity long only and hedged portfolios, the fee is 1.0%-1.5% of the value of your investments, combined with a 20% performance-based fee. Fees and minimum investment requirements are negotiable based on the size of the portfolio.
Location
5 West Mill Street, 5, Medfield, MA, 02052
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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 →Employment History
Current Registrations
French and Skloff Investment Advisors, LLC
Silver Pine Capital, LLC
Previous Registrations
Beck Bode Wealth Management, LLC
State Registrations3 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.