Advisor at Portside Wealth Group, LLC
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Location
Seward, AK
Credentials
ChFC®, Series 66
Industry experience
10 years
Robert Huett III is a financial advisor at Portside Wealth Group, LLC with 10 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Portside Wealth Group in 2026, he spent 11 years at Edward Jones. Outside of his advisory work, he is involved in property management through Huett Property Management. Portside Wealth Group serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by providing discretionary portfolio management, financial planning, and consulting services. The firm employs a multi-method investment approach using both in-house and third-party managers, catering to a range of client objectives.
Based on Portside Wealth Group, LLC
Financial planning project fees ranging from $100 to $10,000 depending on complexity; general consulting services at negotiated annual flat rates.
$0+: 0% to 2% annually (negotiable, varies by client circumstances) $0+: Up to 0.10% per annum on cash management accounts
Insurance commissions and registered representative commissions earned separately and in addition to advisory fees.
$150 to $350 per hour for financial planning services, negotiable depending on complexity.
Seward, AK
Alaska
Caines Crest Capital LLC
2026 - Present (1 year)
Portside Wealth Group
2026 - Present (1 year)
Edward Jones
2015 - 2026 (11 years)
Huett Property Management
2013 - Present (13 years)
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