Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
For comprehensive portfolio management, the firm generally charges 2% of total net asset value. For smaller accounts using an Exchange Traded Funds (ETFs) only approach, they charge 1.25%. For accredited investors in equity long only and hedged portfolios, they charge 1.0%-1.5% of AUM fee combined with 20% performance-based fee. Fees and minimum investment requirements are negotiable based on the size of the portfolio. The financial planning subscription fee is $4,200-$15,000 annually, billed monthly, depending upon the client’s income, assets and the complexity of their financial situation.
Areas of Practice
Advisor Information
Office location
5 West Mill Street, 5, Medfield, MA, 02052
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
Edward referees high school and youth hockey and lacrosse games. He also works in sales for Wright Medical, selling orthopedic hardware, dedicating about a quarter of his time, and is a golf club fitter for Acushnet Company for a few hours per week.