Robert Main
Robert Main is a registered investment advisor at Curbstone Financial Management CORP., based in Manchester, NH, with 54 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 266 clients with $390M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.50% |
A non-profit agency may be granted a 10% discount. Discounts may be extended to clients accounts predominantly invested in ETFs and Mutual Funds. Fees may be negotiable.
Fee Estimator
Location
741 Chestnut Street, Manchester, NH, 03104-3002
Get directionsHistory
Regulatory History (1)
Regulatory
November 1995Employment History
Current Registrations
Curbstone Financial Management CORP.
Previous Registrations
Curbstone Financial Management CorporationBroker
J. T. Moran & CO., INC.Broker
North American Investment CORP.Broker
Burgess & Leith IncorporatedBroker
F. L. Putnam & Company, INC.Broker
Charles a Day & CO INCBroker
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.