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 $1.5M | 0.90% |
| $1.5M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.30% |
Minimum annual fee: $7,500. Minimum relationship size of $1,500,000 may be negotiable.
Fee Estimator
The standard investment management fee schedule is tiered based on assets under management. The minimum annual fee is $7,500, and the firm reserves the right to impose a minimum of $1,500,000 of assets under management to open a portfolio management relationship. These minimums may be negotiable under certain circumstances. Financial planning services are typically included in the investment management fee. Fees are billed quarterly in arrears.
Areas of Practice
Advisor Information
Office location
Wayland, MA
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 ActivitiesSells Insurance
Marilyn works as an associate at the law firm Cushing & Dolan, P.C., dedicating nearly full-time hours. She also offers non-investment related assistance with tax preparation, bookkeeping, and estate planning through Beacon Light Planning, LLC, and is an independent insurance producer, while also assisting in her husband's business about 10-20% of her time.