Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for Separately Managed Accounts (SMAs) are negotiable and typically range from 0.35% to 1.00% annually, but may not exceed 2.00%. Clients may also incur charges from custodians, mutual funds, ETFs, and brokerage commissions. Fees for other advisory services are negotiated based on the complexity and nature of the assignment. The firm may negotiate alternative fees or reduce minimum account sizes on a case-by-case basis.
Areas of Practice
Advisor Information
Office location
Norwood, MA
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 Activities
Justin is an investment advisor representative at Ross Sinclaire & Associates, dedicating minimal time to client portfolio management. He is also the President and owner of PTS Analytics, a fixed income portfolio management software company, spending about 10-20% of his time on this endeavor.