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 $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees may be negotiable in special circumstances.
Fee Estimator
Investment management fees are based on a percentage of assets under management. For example, the annual fee is 1.25% on the first $2,000,000, 1.00% on the next $3,000,000, 0.75% on the next $5,000,000, and 0.60% on assets over $10,000,000. Account monitoring services without advisory or management are available for a flat fee ranging from $600 to $1,500 per month. Bookkeeping services range from $300 to $2,000 per month, and consulting services range from $1,000 to $10,000 per month. Financial planning is offered at no charge. Smaller accounts invested in mutual funds through Pershing, Fidelity, or Schwab are charged 1% annually.
Areas of Practice
Advisor Information
Office location
204 Spring Street, Marion, MA, 02738
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
Kimberly is a board member and treasurer for the Marion Art Center, a non-profit organization, since 2020. She dedicates minimal time to this activity, participating in board meetings and the finance committee.