Roberts, Glore & Co. manages client investments based on their long-term goals and risk tolerance. They allocate investments among various asset classes, selecting individual securities they believe are reasonably valued. They tailor their services to individual client needs and may recommend publicly traded securities. Roberts, Glore & Co. also serves as a sub-advisor to Tilden, Loucks & Woodnorth.
Assets Under Management$940M
Clients397
Advisors5
Avg. per Client$2.4M
Avg. per Advisor$190M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Advisory fees may be subject to negotiation, especially when considering asset mix and portfolio size. Fees for non-discretionary accounts may be higher. Fees for portfolios with assets under management of $10 million or more may be lower.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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