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 | 0.70% |
| $1M+ | 0.50% |
Historical client relationships may be subject to a different fee schedule. Fees may be different than disclosed under certain circumstances.
Fee Estimator
You'll pay an annual fee based on the value of your assets under management. The fee is 1.20% on the first $500,000, 0.70% on the next $500,000, and 0.50% on assets over $1,000,000. For example, a $750,000 portfolio would cost $6,250 per year. This fee does not include brokerage or custodial fees, or the internal expenses of ETFs or mutual funds. The minimum investment for a new relationship is $500,000.
Areas of Practice
Advisor Information
Office location
77 College Street, 4th Floor, Burlington, VT, 05401-4014
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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