Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
20 advisors
Number of Clients
6,209 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$7.0B

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$2,500

Advisory fees are negotiable, ranging from 0.05% to 1.00% annually based on service level, asset class, account size, and complexity. Fees are calculated quarterly, in advance, based on assets under management. Institutional clients with over $1 million in assets pay between 0.075% to 0.20%, with a minimum quarterly fee of $2,500. Employees and affiliates may receive lower fees.

Areas of Practice
Investment Management
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Advisor Information

Office location

Boston, MA

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Crossmark Global Investments, INC.
October 2023 - Present · 2 yrs 3 mos
Crossmark Distributors, INC.
October 2023 - Present · 2 yrs 3 mos
Crossmark Distributors, INC.Broker
October 2023 - Present · 2 yrs 3 mos
Previous Registrations
Columbia Management Investment Distributors, INC.Broker
July 2017 - October 2023 · 6 yrs 3 mos
Columbia Management Investment Advisers, LLC
June 2017 - October 2023 · 6 yrs 4 mos
Beaumont Financial Partners LLC
February 2016 - May 2017 · 1 yr 3 mos
State Registrations16 states
CTDCDEMAMDMENCNHNJNYPARITXVAVTWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.