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 | 0.95% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.75% |
Fees, account minimums and payment terms are negotiable depending on client’s unique situation.
Fee Estimator
Portfolio management fees are based on a percentage of assets under management. Financial planning fees are generally included in the portfolio management fees. If a customer desires only financial planning services, the fee is estimated based on the nature of the services and complexity of the client's circumstances, ranging up to $500 per hour. These financial planning fees are generally not negotiable. Fees, account minimums and payment terms are negotiable depending on the client's unique situation.
Areas of Practice
Advisor Information
Office location
93 Worcester Street, Suite 101, Wellesley, MA, 02481
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
Roberto is a notary public for the Commonwealth of Massachusetts, dedicating minimal time to this activity. He also holds an inactive real estate salesperson license.