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 | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $6.0M | 0.50% |
| $6.0M - $8.0M | 0.40% |
| $8.0M - $10.0M | 0.30% |
| $10M+ | 0.20% |
Investment advisory fee is negotiable in certain limited circumstances.
Fee Estimator
The firm charges fees based on a percentage of assets under management, hourly charges, and fixed fees. Financial plans are priced according to the complexity of the client's situation. For asset allocation portfolio management, the annual investment advisory fee is based on a percentage of investable assets. For tax preparation services, the fixed fee generally ranges between $200 and $5,000, depending on the scope and complexity of the services required. Fees are negotiable in limited circumstances.
Areas of Practice
Advisor Information
Office location
331 South River Road, Bedford, NH, 03110
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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