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 $500K | 1.20% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $7.5M | 0.50% |
| $7.5M+ | 0.50% |
BIA, in its sole discretion, may charge a lesser Program Fee based upon certain criteria.
Fee Estimator
Clients in the Program pay a single annualized fee for participation in the Program (the “Program Fee”). The Program Fee varies (between 0.50% and 1.20%) depending upon the market value of the assets under management and the type of wealth management services rendered. BIA may charge a lesser Program Fee based upon certain criteria. BIA also charges a fixed fee for providing financial planning and consulting services under a stand-alone engagement. These fees are negotiable depending upon the scope and complexity of the services.
Areas of Practice
Advisor Information
Office location
128 Union Street, Suite 507, New Bedford, MA, 02740
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.
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Kathy is the Chair of the Investment Committee and a member of the Finance Committee for the SouthCoast Community Foundation. She dedicates minimal time to these philanthropic activities.