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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Client relationships under $500,000 are charged 1.25%.
Fee Estimator
Investment management fees are based on a percentage of assets managed: 1.00% on the first $3,000,000, 0.75% on the next $2,000,000, and 0.50% on the remaining balance. Client relationships under $500,000 are charged 1.25%. Financial planning and consulting fees range from $100 to $200,000 on a per annum basis or an hourly fee ranging between $100 and $500. Consolidated reporting fees range between 0.10% and 0.20% of total assets. Family Office and Wealth Planning services range between $20,000 and $250,000 annually. A minimum portfolio size of $1,000,000 and a minimum annual fee of $10,000 is generally imposed for investment management services.
Areas of Practice
Advisor Information
Office location
6 Russell Street, Ms: Ma606, Woburn, MA, 01801
Get directionsRegulatory History
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