Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This brochure describes the fee policies for various services, including separately managed accounts, registered funds, subadvised funds, collective trust funds, private funds, retail managed accounts, global investment solutions, 529 plans, securitized asset funds and asset-liability management clients. Fees are negotiable and can vary based on the specific service and client. Contact the firm for detailed fee schedules.
Areas of Practice
Advisor Information
Office location
290 Congress Street, Boston, MA, 02210
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.
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Anita is an owner/proprietor of Shield Glamping LLC, an investment real estate business focused on short-term rentals in partnership with her sister. She spends minimal time approving requests on Airbnb and responding to guest questions.