Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The firm charges a fee based on a percentage of assets under management. The more assets you have in your account, the more you will pay in fees. This fee includes wealth management advice and strategy implementation. Clients may also incur transaction fees and custody fees. The firm accepts clients with a minimum of $1 million of investible assets.
Areas of Practice
Advisor Information
Office location
Two International Place, Suite 2110, Boston, MA, 02110-4104
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
John is the trustee of the Philip J. LeVangie Family 2002 Irrevocable Trust since 2017, providing trustee services. He dedicates minimal time to this activity, primarily investing trust assets and filing tax returns.