Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
For comprehensive portfolio management, the firm generally charges 2% of total net asset value. For smaller accounts using an Exchange Traded Funds (ETFs) only approach, they charge 1.25%. For accredited investors in equity long only and hedged portfolios, they charge 1.0%-1.5% of AUM fee combined with 20% performance-based fee. Fees and minimum investment requirements are negotiable based on the size of the portfolio. The financial planning subscription fee is $4,200-$15,000 annually, billed monthly, depending upon the client’s income, assets and the complexity of their financial situation.
Areas of Practice
Advisor Information
Office location
5 West Mill Street, 5, Medfield, MA, 02052
Get directionsRegulatory History
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