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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Client relationships under $500,000 are charged 1.25%.
Fee Estimator
Investment management fees are based on a percentage of assets managed: 1.00% on the first $3,000,000, 0.75% on the next $2,000,000, and 0.50% on the remaining balance. Client relationships under $500,000 are charged 1.25%. Financial planning and consulting fees range from $100 to $200,000 on a per annum basis or an hourly fee ranging between $100 and $500. Consolidated reporting fees range between 0.10% and 0.20% of total assets. Family Office and Wealth Planning services range between $20,000 and $250,000 annually. A minimum portfolio size of $1,000,000 and a minimum annual fee of $10,000 is generally imposed for investment management services.
Areas of Practice
Advisor Information
Office location
37 Derby Street, Suite 5, Hingham, MA, 02043
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 Activities
Deirdre serves as a co-trustee with Mellon Financial on her sister's special needs trust. This activity is not investment-related.