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 $1.0M | 0.75% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.45% |
| $10.0M - $25.0M | 0.40% |
| $25.0M - $50.0M | 0.25% |
| $50M+ | 0.10% |
U.S. Boston can negotiate or modify its fees for various reasons, such as the size of the client relationship, service requirements, or other factors.
Fee Estimator
U.S. Boston charges an annual fee based on assets under management. For financial planning, they charge an hourly fee ranging from $150 to $600 per hour. Strategic advisory and business consulting services are offered for a negotiated fixed fee (ranging from $1,000 to $50,000) or hourly fees ($150 to $600 per hour).
Areas of Practice
Advisor Information
Office location
Lincoln North, Lincoln, MA, 01773
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
John is involved in several outside business activities, including being Principal of Pear Tree Partners LP, a board observer for Tamr, a trustee for clients and non-clients, a board member of Nailbiter, and a member of US Boston & Groma Opportunity Zone Fund III Strategic Oversight Committee. He also serves as a board observer for multiple companies including Vanu Inc., Javelin Biotech Inc., Olaris, Inc., TalkingHeads, Inc., and Home Tech Innovation Inc.