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Robert Tomlinson Lutts

CABOT WEALTH MANAGEMENT·SALEM, Massachusetts
Unclaimed Profile
216 ESSEX STREET, SALEM, MA 01970CRD# 2349829Firm CRD# 107327
01

About

Robert Tomlinson Lutts is a registered financial advisor based in SALEM, Massachusetts, affiliated with CABOT WEALTH MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CABOT WEALTH MANAGEMENT
CABOT WEALTH MANAGEMENT
AUM
$1.0B
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at CABOT WEALTH MANAGEMENT →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2349829
Firm CRD# 107327
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Tomlinson Lutts offer?
Robert Tomlinson Lutts specializes in Financial Planning, Investment Management. Contact their office in SALEM, Massachusetts for a consultation.
What are Robert Tomlinson Lutts's credentials?
Robert Tomlinson Lutts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Tomlinson Lutts located?
Robert Tomlinson Lutts is based in SALEM, Massachusetts, working with CABOT WEALTH MANAGEMENT. Their office serves clients in the SALEM metropolitan area and surrounding communities.
How does Robert Tomlinson Lutts charge for services?
Robert Tomlinson Lutts's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CABOT WEALTH MANAGEMENT?
CABOT WEALTH MANAGEMENT has approximately 17 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SALEM
Harry A George — SOLSTICE CAPITAL MANAGEMENT CORPORATIONJohn E Abele — SOLSTICE CAPITAL MANAGEMENT CORPORATIONMichael Scott Finer — FINER WEALTH MANAGEMENT, INC.Sonia Lynn Ernst — CABOT WEALTH MANAGEMENTHenry Ware Newman — SOLSTICE CAPITAL MANAGEMENT CORPORATION
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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