Who are your clients?
Our clients include high-net-worth individuals and families, endowment funds, and retirement and profit-sharing plans for individuals and small or mid-size businesses. We also serve as investment consultants in the family office space. The majority of our clients are US citizens, though we work with several families living abroad as well.
Although our clients have diverse backgrounds and financial goals, they are united by one overarching trait: a commitment to long-term-focused investing. Those seeking trading or short-term investment strategies will be better served by other firms.
Are you a fiduciary?
Yes. We are steadfastly committed to providing investment management and advice aligned with your unique circumstances, goals, and risk tolerance. At Roberts Glore, clients come first.
What are your assets under management?
We currently manage or advise upon over $700 million of investment assets. Our average client holds between $1 million and $3 million with our firm, though we also serve a select group of clients with portfolios of $10 million or more.
Is there a minimum account size?
We generally welcome new clients with portfolios of $500,000 or more. If you would like to work with us but fall short of that threshold, please contact us to see whether we might be able to come to a mutually acceptable arrangement.
Where do your clients custody their assets?
Clients are welcome to custody their assets wherever they choose. The majority of our clients maintain custody with National Financial Services, LLC (“NFS,” a subsidiary of Fidelity Investments).
Where do you execute trades for your clients?
How are you compensated?
For discretionary advisory clients, the following fee ranges apply:
Assets under Management | Annual Fee as a Percent of AUM |
---|---|
Up to $500,000 | 1.25% |
$500,000 to $1,000,000 | 1.00% |
$1,000,000 to $2,000,000 | 0.90% |
$2,000,000 to $3,000,000 | 0.85% |
$3,000,000 to $5,000,000 | 0.80% |
$5,000,000 to $10,000,000 | 0.70% |
Over $10,000,000 | Negotiable |
Bond- or Fund-Centric Portfolio | Negotiable |