Eric Roberge is a CFP-designated registered investment advisor at Beyond Your Hammock LLC, based in Boston, MA, with 16 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 8 more. Their firm serves 88 clients with $84M 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 | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
Annual fees are negotiable in certain cases.
Fee Estimator
Contact
Eric Roberge
Location
50 Milk Street, 16th Floor, Boston, MA, 02109
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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
Beyond Your Hammock LLC
Previous Registrations
Breakwater Asset Management, LLC
Commonwealth Financial Network
Sii Investments, INC.
Investors Capital Advisory
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.
Exams
Additional Information
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