Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning and consulting services are offered on an hourly basis (up to $500/hour) or for a fixed fee, which are negotiable. Investment advisory fees range from 0.25% to 1.50% annually, based on assets under management and the complexity of the client relationship. Fees are negotiable. Certain clients may have different fee schedules. The firm may use third-party investment managers, but does not earn compensation from them. Retirement plan advisory fees are up to 0.75% annually.
Areas of Practice
Advisor Information
Office location
25 Burlington Mall Road, Suite 404, Burlington, MA, 01803
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
Meaghan is a partner in 925 Syndicate, which focuses on tax mitigation strategies, since January 2025. This activity requires a few hours per week.