Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.65% |
| $25.0M - $50.0M | 0.55% |
| $50.0M - $100.0M | 0.45% |
| $100M+ | 0.30% |
Fees for existing clients and Family Office clients may vary. Fees may be negotiable for new advisors joining the firm.
Fee Estimator
The annual investment advisory fee is negotiable, up to 1.30% of assets under management. For new clients after April 1, 2022, fees are tiered (see table). Financial planning and consulting fees range from $5,000 to $100,000 on a fixed fee basis, or $250 to $500 hourly. A minimum annual fee of $10,000 generally applies, but may be waived or reduced at the firm's discretion.
Areas of Practice
Advisor Information
Office location
33 Bradford Street, Concord, MA, 01541
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