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 | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.50% |
Minimum annual fee of $20,000. Certain legacy clients may have fees that differ from the above. Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Wealth management fees are paid quarterly based on the market value of assets under management. For equity and balanced portfolios, fees are tiered based on the amount of assets managed. Fixed income portfolios are charged a fixed asset-based fee ranging from 0.10% to 0.50%. There is a minimum annual fee of $20,000. Fees may be negotiable at the advisor's discretion. The advisor may implement a portion of a client's portfolio utilizing one or more independent managers. The total blended fee, including the advisor's fee and the independent manager's fee, will not exceed 2.00% annually.
Areas of Practice
Advisor Information
Office location
131 Clarendon Street, 4th Floor, Boston, MA, 02116-5131
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