Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eaton Vance's fees and minimum initial investments can vary based on client circumstances and negotiations. Fees are generally calculated as a percentage of assets under management and billed quarterly. Wrap program participants should consult their program's brochure for fee details. Clients are responsible for brokerage commissions, transaction fees, and other related costs. Additional reporting or consulting services may lead to higher fees.
Areas of Practice
Advisor Information
Office location
One Post Office Square, Boston, MA, 02109
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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Andrew is a silent partner in two restaurant groups, Bottleneck DTC, LLC and Bottleneck Fund 2018, LLC. He also owns rental property and is a partner in Blue Wave LLC (real estate), and a board member for Ronald McDonald House Charities of Maryland, dedicating minimal time to each of these activities.