Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Colman Knight charges fixed fees for financial planning and consulting, ranging from $10,000 to $120,000, depending on the scope and complexity of the services. These fees are negotiable. The firm does not base its fees on a percentage of assets under management. Clients are also responsible for brokerage commissions and other transaction fees.
Areas of Practice
Advisor Information
Office location
530 Great Road, Acton, MA, 01720
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
Joseph serves as Trustee for Acer Palmatum Revocable Trust since 2020, dedicating a few hours per week to coordinate maintenance, run accounting, and manage tenants. He also serves as Trustee for 530 Great Road Realty Trust since 2024, spending about 10-20% of his time on similar duties.