Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for wealth management services range from 0.50% to 1.50% annually, based on assets managed. Certain legacy engagements may be charged different fees. Financial planning services, if engaged separately, have a maximum fee of $25,000. Family office services are negotiated based on the client's needs, potentially including a fixed annual rate up to $250,000. Clients are also responsible for fees charged by investment managers and custodians.
Areas of Practice
Advisor Information
Office location
155 Seaport Blvd, 3rd Floor, Boston, MA, 02210
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.
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David is a partner at SlateStone Group, a holding company, since 2018. He spends minimal time on this activity.