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, Concord, MA, 01742
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
Byron is a director at Cambridge Trust Company since 1994, dedicating a few hours per week. He is also an officer and director at Woodman & Eaton, P.C. since 1980, taking about two-thirds of his time.