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 $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Investment management fees are based on a percentage of assets under management, billed quarterly in advance. The annual fee is 1.00% on the first $2.5 million, 0.75% on the next $2.5 million, and 0.50% on amounts above $5 million. Financial planning fees range from $2,000 to $30,000, or $250 to $500 per hour, and may be negotiable. Family Office Services range from $100,000 to $200,000 per annum. A minimum portfolio of $2,000,000 is generally required, but may be waived.
Areas of Practice
Advisor Information
Office location
801 Main Street, Suite 14, Concord, MA, 01742
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Lee Christopher McgowanRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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