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 $2.0M | 1.10% |
| $2.0M - $5.0M | 0.93% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Advisory fees are negotiable under certain circumstances.
Fee Estimator
Investment management fees are billed quarterly in advance, based on the portfolio's market value. The firm manages assets in certain annuities and Held Away Accounts at a flat rate of 1.000%. Financial planning fees range from $5,000 to $10,000+ based on asset size. FLP Atrato Consulting fees are typically negotiated based on the size and complexity of the mandate, generally between 20-75 basis points of assets under advisement. Family Office Solutions fees range from $10,000-$40,000 per month.
Areas of Practice
Advisor Information
Office location
6 Kimball Lane, Lynnfield, MA, 01940
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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