Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FWP charges an annual wealth management fee based on a percentage of the market value of assets managed, ranging from 0.08% to 1.00%. The fee is prorated and charged quarterly in arrears, based on the average daily market value of assets or, for some clients, on the last day of the previous quarter. Fees are exclusive of brokerage commissions and other transaction costs. FWP may negotiate a flat fee or a lesser management fee based on certain criteria. There is no minimum portfolio size or minimum annual fee.
Areas of Practice
Advisor Information
Office location
2310 Washington Street, 3rd Floor, Newton Lower Falls, MA, 02462
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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