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 | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.60% |
Fees negotiable for assets above $25,000,001, no greater than 0.60%.
Fee Estimator
For wealth management services, fees are based on a percentage of assets under management, paid quarterly in advance. For example, a client with $2,000,000 under management would pay $4,750 per quarter. Initial financial plans are offered for a fixed fee based on an hourly rate of $400, ranging from 12 to 18 hours. Project-Based Financial Consulting has fixed fees ranging up to $20,000. Seminars and speaking engagements range from $0 to $100 per participant.
Areas of Practice
Advisor Information
Office location
Boston, MA
Get directionsRegulatory History
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