Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The firm's investment management fees for separately managed accounts generally range from 0.75% to 1.0% per year, based on the complexity of the engagement, the type of assets managed, the value of assets under management, and negotiation with the client. Fees are negotiable and may be adjusted based on circumstances and relationships with clients. Some legacy clients have other fee arrangements that are no longer offered to new clients.
Areas of Practice
Advisor Information
Office location
16 Martin Street, Essex, MA, 01929
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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Christopher is an adjunct professor at Columbia Business School, teaching a security analysis course since 2010. He spends a few hours per week for three months each fall semester on this activity.