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 $250K | 1.60% |
| $250K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Amounts over $5 million are negotiable.
Fee Estimator
Asset management fees are based on a percentage of assets under management. Financial planning fees range from $1,000 to $5,000, and consulting fees range from $1,000 to $10,000. Fees are negotiable based on various factors. The American Funds fee is different because the investment in their advisory shares is limited to one fund family. The annual rate for assets in advisory shares of the American Funds is currently 0.5%.
Areas of Practice
Advisor Information
Office location
151 National Drive, Glastonbury, CT, 06033
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
Massimo is a Regional Director at Symmetry Partners LLC, a registered investment advisor, providing sales support and promoting products and services to financial advisors. This activity takes nearly full-time.