The firm's investment management fees for separately managed accounts generally range from 0.75% to 1.0% per year, based on the complexity of the engagement, the type of assets managed, the value of assets under management, and negotiation with the client. Fees are negotiable and may be adjusted based on circumstances and relationships with clients. Some legacy clients have other fee arrangements that are no longer offered to new clients.
16 Martin Street, P.O. Box 566, Essex, MA, 01929
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