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 $250K | 1.25% |
| $250K - $3.5M | 1.00% |
| $3.5M+ | 0.80% |
Fees are subject to negotiation.
Fee Estimator
Financial planning fees range from $500 to $10,000, or $150 to $300 per hour, depending on complexity. Investment advisory fees are based on a percentage of assets under management. The standard AUM fee is 1.25% for assets under $250,000, 1.00% for assets between $250,000 and $3,500,000, and 0.80% for assets over $3,500,000. Fees are negotiable. The annual AUM fee is prorated and paid monthly, in arrears, based on the average daily balance.
Areas of Practice
Advisor Information
Office location
1 Kelley Square, Suite 302, Worcester, MA, 01610
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
Adam is a board member for Kevin Youkilis Hits for Kids, dedicating minimal time to this volunteer work. He is also the principal owner of Divorce Financial Solutions, LLC, providing financial forecasting reports to divorcing couples.