Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 2.00% |
A $150 annual minimum management fee will be assessed on all accounts. For account values of less than $7,500, this may equate to be more than 2%.
Fee Estimator
The maximum annual advisory fee is 2.00% of assets under management. A $150 annual minimum management fee will be assessed on all accounts. For account values of less than $7,500, this may equate to be more than 2%. All accounts will also be assessed a $50 annual administrative and technology fee (ATF). Fees may be negotiable based upon individual account criteria. Fees are collected either in arrears on a monthly or quarterly basis or quarterly in advance.
Areas of Practice
Advisor Information
Office location
181 Park Avenue, Suite 4, West Springfield, MA, 01089
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 ActivitiesSells Insurance
Austin is an insurance and annuity producer with Helptoretiregroup since 2021. This investment-related activity takes about half of his time and occurs during trading hours.