Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees are based on the type of strategy and the amount of assets in the account. Fees vary based on portfolio size, breakpoints, product structure, servicing requirements, asset aggregation, and minimum fee arrangements. Fees may be subject to negotiation and can be higher or lower across different managed account programs. Passive equity strategies range from 0.16% to 0.28%, active equity strategies range from 0.28% to 0.55%, and fixed income strategies range from 0.18% to 0.30%. Clients are also subject to custodial, brokerage, and other transaction costs.
Areas of Practice
Advisor Information
Office location
Brookline, MA
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
Jesse is a member at large to the board of directors for Young Israel of Brookline, a synagogue. He dedicates minimal time to this activity.