Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees range up to 2.50% annually, depending on complexity and assets managed. Financial planning is offered on an hourly basis (up to $500/hour) or a fixed fee. Retirement plan consulting fees can be based on a percentage of plan assets (up to 1.25% annually), hourly (up to $400/hour), or a flat rate. Fees are negotiable.
Areas of Practice
Advisor Information
Office location
55 West Street, Suite 201, Walpole, MA, 02081
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kevin is involved in several business activities, including fixed insurance sales (life, health, disability, long-term care, fixed annuities, group insurance), and serving as owner/president for multiple entities related to investment and insurance services. He dedicates a significant amount of time (nearly full-time) to sales/service of securities and investment advisory products, and a few hours per week to fixed insurance sales and trustee duties for a 401k plan.