Robert Anthony Norris

Centerpoint Advisors, LLC

6 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingTax PlanningEstate PlanningEducation Planning

Centerpoint Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

10 advisors

Number of Clients

491 clients

Average Client Portfolio

$1.4M average

Assets Under Management

$687.7M

Fee Structure

Financial Planning:Included in AUM fee

Minimum Annual Fee:$30,000

Location

175 Highland Avenue, Suite 302, Needham, MA, 02494

Get directions

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.

Employment History

Current Registrations

Centerpoint Advisors, LLC

May 2019 - Present · 6 yrs 9 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.