Advisor at Founders Financial Securities LLC
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Location
Salem, NH 03079
Credentials
Series 63
Industry experience
21 years
Robert Korbey is a financial advisor with Founders Financial Securities LLC, holding a Series 63 credential and 21 years of industry experience. His prior work includes five years at Equity Services, Inc., and over 29 years operating his own CPA and accounting practice, where he provides tax preparation, bookkeeping, and consulting services. He also serves as treasurer for the Armenian Apostolic Church at Hye Pointe. Founders Financial Securities serves a diverse client base including individual and high-net-worth investors, retirement plans, and corporate clients, offering portfolio management, financial planning, and retirement consulting through a variety of advisory programs and third-party partnerships.
Based on Founders Financial Securities LLC
Flat fees possible for financial planning; also $500 annual subscription fee for TheFreedomStrategies.com
$0 - $25,000: up to 2.50%; or $125 minimum annual fee prorated monthly, whichever is greater (Independence Advisory at Pershing) $25,000+: up to 2.50% (Independence Advisory at Pershing) $0 - $4,999: N/A (minimum not met; exceptions possible) $5,000 - $24,999: up to 2.50% plus custodial fee ($50 annual, charged quarterly) (Independence Advisory at Axos and Schwab) $25,000 - $99,999: up to 2.50% plus custodial fee ($75 annual, charged quarterly) (Independence Advisory at Axos and Schwab) $100,000+: up to 2.50% plus custodial fee ($100 annual, charged quarterly) (Independence Advisory at Axos and Schwab) $10,000+: 1.65% annually (Managed Portfolio Program) $0+: no account minimum for FCMS Managed Accounts, fees typically up to 2.75% annually $0 - $1,000,000: up to 1.70% annually (FCMS Private Wealth Solutions) $1,000,000+: up to 1.40% annually (FCMS Private Wealth Solutions) $0+: up to 2.00% annually or flat fee for Freedom Independence Plan (retirement plan advisory) $0+: $500 annually (quarterly installments) for TheFreedomStrategies.com subscription
Commissions possible if IAR is also a Registered Representative; separate from advisory fees
Financial planning fees up to $500 per hour, negotiable
TheFreedomStrategies.com subscription fee is $500 annually, paid quarterly in arrears
Account minimum: $5,000 Minimum fee: $125 minimum annual fee for some Independence Advisory accounts opened below $25,000 Fee-only: Financial planning fees up to $500 per hour or $30,000 per year, negotiable; flat fees or hourly rates possible
53 Stiles Road, Unit A103
Salem, NH 03079
New Hampshire
Founders Financial Securities LLC
2018 - Present (8 years)
Equity Services, inc.
2011 - 2016 (5 years)
Robert A. Korpey, CPA, MBA
1997 - Present (29 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, CFA®, Series 66
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Series 63, Series 65
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Narendra Kapadia is the sole advisor at Value Financial Services Corp. in Chelmsford, MA, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with Value Financial Services since 2000 and is also the owner and president of Value Mortgage Corporation, a mortgage origination and processing business he founded in 1996. Value Financial Services provides discretionary investment management and comprehensive financial planning to individuals, high net worth persons, trusts, estates, and small businesses. The firm offers customized portfolios and employs a long-term, personalized approach with flexibility to adjust holdings based on market conditions or client objectives.
Series 63, Series 65
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Capital Wealth Management
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CFP®, ChFC®, Series 66
Andover, MA
Zen Financial Planning, LLC
Anthony Corsino is a financial advisor at Zen Financial Planning, LLC in Andover, MA, holding the CFP® and ChFC® designations with six years of industry experience. He previously worked at Merrill Lynch and Raytheon and serves as an adjunct lecturer for Regis College and Boston University’s Financial Planning Programs. Corsino also works as an independent insurance agent. Zen Financial Planning provides wealth management, financial planning, and consulting services to individuals, families, trusts, estates, and business owners. The firm offers customized investment strategies based on clients’ goals and risk tolerance, combining fundamental, technical, and cyclical analysis with Monte Carlo planning, and provides ERISA 3(21) retirement-plan advisory services.
CFP®, Series 65
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Sentry Financial Planning, LLC
John Spoto is a CFP® and holds a Series 65 license, with 17 years of experience in the financial advisory industry. He has been with Sentry Financial Planning, LLC since 2008 and also has a longstanding role at Vanguard Systems Technology, Inc. since 1992. Sentry Financial Planning, LLC provides fee-only, fiduciary financial planning and investment advisory services primarily to individuals and trusts, including high-net-worth clients. The firm emphasizes long-term, buy-and-hold investing with a collaborative, non-discretionary approach to portfolio management.
Series 65
Nashua, NH
Nashua Capital Management LLC
Alicia Donahue is the sole advisor at Nashua Capital Management LLC, an independent firm based in Nashua, NH. She holds a Series 65 designation and has 13 years of industry experience, having led her firm since 2012. Nashua Capital Management provides discretionary portfolio management and incidental financial planning to individual and high-net-worth clients. The firm employs a long-term investment approach focused on dividend-paying growth and value companies, supplemented by ETFs, mutual funds, and fixed income for diversification.
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