Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients pay a single asset-based annual fee, calculated and charged quarterly in advance, based on the total account assets under management. The standard fee schedule is tiered (see table). Fees may be negotiable based on the client's financial plan, asset levels, and expected growth. A minimum account size of $25,000 is required, but this may be negotiable. In some cases, clients may be charged a negotiated hourly rate for financial plan-related project work.
Areas of Practice
Advisor Information
Office location
55 Walkers Brook Drive, Reading, MA, 01867
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
James is a member of Sentinel Management Company LLC, a management company, since 2007. He spends full-time performing management services for several companies, including Sentinel Securities, Sentinel Pension Advisors, Sentinel Benefits Group, Sentinel Insurance Agency, and Acorn Insurance Agency.