Advisor at Capital Analysts
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Firm
Capital Analysts
Location
Braintree, MA 02184
Credentials
CFP®, Series 63, Series 65
Industry experience
37 years
Gerard Robinson is a CFP® with 37 years of industry experience, currently serving at Capital Analysts in Braintree, MA. He has worked at Lincoln Investment since 2012 and has been associated with Capital Analysts and Fidelity Mutual since 1988. Outside of his advisory role, he is the lead singer of the Irish entertainment band Belfast Cowboys and coordinates charity golf tournaments benefiting Project Children and the Juvenile Diabetes Research Fund. Capital Analysts serves a diverse client base including individuals, high-net-worth clients, charitable and corporate organizations, ERISA retirement plans, and institutional clients. The firm employs a quantitative investment process led by an in-house research team that constructs model portfolios incorporating mutual funds, ETFs, and stock strategies, supported by advisor consulting and custom portfolio solutions.
Based on Capital Analysts
Based on Capital Analysts
$0 - $500,000: 0.15% or $200 minimum annually $500,000 - $1,000,000: 0.12% $1,000,000 - $2,000,000: 0.10% $2,000,000+: 0.08%
Minimum fee: Annual Capital Analysts Administrative Fee with minimum $200/year ($16.67/month), assessed as 0.15% (or $200 minimum) on first $500,000, 0.12% on next $500,000, 0.10% on next $1,000,000, and 0.08% over $2,000,000 for Advisor Managed Model Portfolios and Client Custom Portfolios (closed to new accounts) Fee-only: Advisory fees negotiated by individual Advisor up to 1.25% annually of assets under management; includes Advisor Consulting, Client Custom Portfolios, and Advisor Managed Model Portfolios.
35 Braintree Hill Office Park, Suite 400
Braintree, MA 02184
Massachusetts
Lincoln Investment
2012 - Present (14 years)
Capital Analysts/Fidelity Mutual
1988 - Present (38 years)
Capital Analysts, Incorporated
1987 - Present (39 years)
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Accountant / CPA / tax prep
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Lawyer
They provide legal services, typically billed separately.
Real estate agent
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Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Other specialized services
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CFP®, Series 65
Quincy, MA
Brio Financial Planning
CFP®, CFA®, Series 63, Series 65
Braintree, MA
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I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
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