Asset-based advisory fees are negotiable, with a maximum of 2.5%. Fees are billed quarterly, deducted directly from the client's account. Financial planning fees are also negotiable, either hourly (up to $500/hour) or as a flat fee. Clients are responsible for brokerage commissions, administrative transaction charges, and other related costs. IARs may assess a fee to cover ticket or transactional fees.
579 Main Street, Bolton, MA, 01740
Get directionsAdriana is dual registered with Bolton Global Asset Management, an SEC registered IA Firm, as an Investment Advisor.