Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees range up to 2.50% annually, depending on complexity and assets managed. Financial planning is offered on an hourly basis (up to $500/hour) or a fixed fee. Retirement plan consulting fees can be based on a percentage of plan assets (up to 1.25% annually), hourly (up to $400/hour), or a flat rate. Fees are negotiable.
Areas of Practice
Advisor Information
Office location
33 Lyman St, Suite 301, Westborough, MA, 01581
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
Ellis is an employee of McGrath Insurance Brokerage Inc. selling insurance, and also sells life, health, disability, fixed annuities, and long-term care insurance. He dedicates a few hours per week to these activities, and also works as an investment adviser for McGrath Advisors Inc. and The Patriot Financial Group LLC, spending about a quarter of his time on each.