FD
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
31 advisors
Number of Clients
2,433 clients
Average Client Portfolio
$519K average
Assets Under Management
$1.3B
Fee Structure
Minimum Investment:$250K
Financial Plan Fee:$1,500 - $100,000
Hourly Rate:$150 - $500/hr
Investment management fees range from 0.65% to 1.85% annually, depending on the advisor, client type, and complexity. Fees are negotiable. Financial planning and consulting services are offered at $150-$500 per hour or a fixed fee of $1,500-$100,000, also negotiable. Retirement plan advisory fees range from 0.20% to 1.00% annually or a flat rate between $4,000 and $50,000.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
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Advisor Information
Office location
86 Baker Avenue Extension, Suite 310, Concord, MA, 01742
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Bay Colony Advisors
July 2020 - Present · 5 yrs 6 mos
Previous Registrations
Winslow, Evans & Crocker, INC.
October 2009 - July 2020 · 10 yrs 9 mos
Winslow, Evans & Crocker, INC.Broker
September 2009 - July 2020 · 10 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2008 - September 2009 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
December 2005 - September 2009 · 3 yrs 9 mos
A. G. Edwards & Sons, INC.Broker
May 2000 - December 2005 · 5 yrs 7 mos
Prudential Securities IncorporatedBroker
January 1999 - May 2000 · 1 yr 4 mos
Dean Witter Reynolds INC.Broker
January 1998 - January 1999 · 1 yr
State Registrations2 states
MATX
Advisor
Exams
No exam information available for this advisor.