Carl Robinson is a registered investment advisor at Svb Wealth, based in Boston, MA, with 16 years of industry experience. Carl 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 1,451 clients with $5B 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 | 1.25% |
| $1.0M - $2.5M | 1.15% |
| $2.5M - $10.0M | 0.90% |
| $10M+ | 0.70% |
Accounts with a portfolio value of $1,000,000 or less can pay effective fees greater than (or equal to) 1.25%. In limited circumstances, SVBW might agree upon an engagement for a fixed annual dollar fee.
Fee Estimator
Location
53 State St, 28th Floor, Boston, MA, 02109
Get directionsHistory
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 Activities
Carl is involved with two affiliated IA firms, FCAM and SVBW, meeting with clients to discuss investment capabilities, dedicating about half his time to each with no compensation. He also serves as an officer/director for Massachusetts Youth Lacrosse, a non-profit, spending minimal time on this activity.
Employment History
Current Registrations
First Citizens Investor Services, INC.
Svb Wealth
First Citizens Investor Services, INC.Broker
Previous Registrations
First Citizens Asset Management, INC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
M&t Securities, INC.
M&t Securities, INC.Broker
Managed Account Services, LLCBroker
Independent Portfolio Consultants, INC.
Ross, Sinclaire & Associates, LLC
Ross, Sinclaire & Associates, LLCBroker
Curian Capital, LLC
Curian Clearing, LLCBroker
Quasar Distributors, LLCBroker
Fundquest Incorporated
State Registrations1 state
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.